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 | $126,615 | $91,552+38.3% | $133,956-5.5% | $79,858+58.6% |
| Participation rate | 14.0% | 73.3%-59.4pp | 79.8%-65.9pp | 69.6%-55.7pp |
| Annual return | 11.28% | 61.85%-50.6pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $701 | $2,384-70.6% | $3,919-82.1% | $2,471-71.6% |
| Participant deferral / active EE | $2,255 | $3,733-39.6% | $5,048-55.3% | $3,740-39.7% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |