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 | $140,128 | $178,174-21.4% | $156,181-10.3% | $137,256+2.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 17.00% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,609 | $4,972-47.5% | $4,294-39.2% | $4,156-37.2% |
| Participant deferral / active EE | $5,237 | $6,888-24.0% | $6,132-14.6% | $6,407-18.3% |
| Admin fee / account holder | $286 | $17,404-98.4% | $14,586-98.0% | $12,270-97.7% |