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 | $154,456 | $97,744+58.0% | $103,476+49.3% | $145,922+5.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 15.98% | 25.41%-9.4pp | 23.90%-7.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,152 | $4,677-32.6% | $4,672-32.5% | $4,660-32.3% |
| Participant deferral / active EE | $7,919 | $6,603+19.9% | $6,623+19.6% | $6,688+18.4% |
| Admin fee / account holder | $30 | $12,515-99.8% | $9,413-99.7% | $13,397-99.8% |