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 | $49,103 | $215,361-77.2% | $171,082-71.3% | $273,961-82.1% |
| Participation rate | 36.4% | 82.0%-45.7pp | 76.7%-40.3pp | 83.0%-46.7pp |
| Annual return | 5.41% | 25.14%-19.7pp | 32.56%-27.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $783 | $4,967-84.2% | $4,002-80.4% | $4,869-83.9% |
| Participant deferral / active EE | $2,989 | $5,543-46.1% | $4,797-37.7% | $5,287-43.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |