See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,183 | $181,894-68.0% | $156,549-62.8% | $273,961-78.8% |
| Participation rate | 64.3% | 88.4%-24.1pp | 84.0%-19.7pp | 83.0%-18.7pp |
| Annual return | 7.55% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,207 | $6,248-64.7% | $5,501-59.9% | $4,869-54.7% |
| Participant deferral / active EE | $6,184 | $5,550+11.4% | $4,871+26.9% | $5,287+17.0% |
| Admin fee / account holder | -$13 | $15,559-100.1% | $13,027-100.1% | $10,132-100.1% |