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 | $60,530 | $90,503-33.1% | $78,689-23.1% | $273,961-77.9% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 6.14% | 75.60%-69.5pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,732 | $3,176+17.5% | $2,851+30.9% | $4,869-23.4% |
| Participant deferral / active EE | $3,732 | $3,901-4.3% | $3,517+6.1% | $5,287-29.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |