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 | $182,289 | $172,111+5.9% | $150,298+21.3% | $137,256+32.8% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 13.87% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,768 | $4,636-61.9% | $4,154-57.5% | $4,156-57.5% |
| Participant deferral / active EE | $3,408 | $6,166-44.7% | $5,453-37.5% | $6,407-46.8% |
| Admin fee / account holder | $50 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |