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 | $36,904 | $215,361-82.9% | $171,082-78.4% | $273,961-86.5% |
| Participation rate | 63.6% | 82.0%-18.4pp | 76.7%-13.1pp | 83.0%-19.4pp |
| Annual return | 6.78% | 25.14%-18.4pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,434 | $4,967-71.1% | $4,002-64.2% | $4,869-70.6% |
| Participant deferral / active EE | $1,793 | $5,543-67.7% | $4,797-62.6% | $5,287-66.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |