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 | $86,883 | $115,882-25.0% | $100,516-13.6% | $158,922-45.3% |
| Participation rate | 33.3% | 81.6%-48.2pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 16.16% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,656 | $6,674-15.3% | $6,270-9.8% | $5,982-5.5% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |