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 | $191,640 | $157,256+21.9% | $141,162+35.8% | $152,861+25.4% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.4%-43.6pp |
| Annual return | 21.98% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,935 | $5,261-63.2% | $4,735-59.1% | $4,762-59.4% |
| Participant deferral / active EE | $5,644 | $7,109-20.6% | $6,709-15.9% | $5,850-3.5% |
| Admin fee / account holder | $95 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |