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 | $122,073 | $154,228-20.8% | $145,433-16.1% | $137,256-11.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 21.44% | 74.59%-53.2pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,960 | $4,804-59.2% | $4,554-57.0% | $4,156-52.8% |
| Participant deferral / active EE | $6,266 | $8,216-23.7% | $7,897-20.7% | $6,407-2.2% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |