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 | $213,916 | $209,411+2.2% | $178,490+19.8% | $158,922+34.6% |
| Participation rate | 20.0% | 86.3%-66.3pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 11.48% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,003 | $5,706-64.9% | $5,011-60.0% | $4,761-57.9% |
| Participant deferral / active EE | $2,696 | $5,954-54.7% | $5,202-48.2% | $5,982-54.9% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |