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 | $130,688 | $153,772-15.0% | $133,980-2.5% | $273,961-52.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 7.30% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,125 | $6,029-64.8% | $5,211-59.2% | $4,869-56.4% |
| Participant deferral / active EE | $9,000 | $6,958+29.3% | $6,282+43.3% | $5,287+70.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |