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 | $63,398 | $215,361-70.6% | $171,082-62.9% | $273,961-76.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 8.11% | 25.14%-17.0pp | 32.56%-24.5pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,472 | $4,967-50.2% | $4,002-38.2% | $4,869-49.2% |
| Participant deferral / active EE | $3,133 | $5,543-43.5% | $4,797-34.7% | $5,287-40.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |