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 | $163,419 | $115,882+41.0% | $100,516+62.6% | $158,922+2.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 20.92% | 34.79%-13.9pp | 30.89%-10.0pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,967 | $4,103-27.7% | $3,418-13.2% | $4,761-37.7% |
| Participant deferral / active EE | $6,060 | $6,674-9.2% | $6,270-3.3% | $5,982+1.3% |
| Admin fee / account holder | $208 | $10,995-98.1% | $8,081-97.4% | $11,246-98.1% |