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 | $47,659 | $135,952-64.9% | $123,892-61.5% | $273,961-82.6% |
| Participation rate | 69.6% | 84.1%-14.5pp | 81.4%-11.8pp | 83.0%-13.5pp |
| Annual return | 11.11% | 56.63%-45.5pp | 47.52%-36.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,100 | $5,170-78.7% | $4,617-76.2% | $4,869-77.4% |
| Participant deferral / active EE | $3,697 | $6,343-41.7% | $5,984-38.2% | $5,287-30.1% |
| Admin fee / account holder | $223 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |