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 | $136,477 | $232,540-41.3% | $185,117-26.3% | $147,584-7.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 16.83% | 43.03%-26.2pp | 40.50%-23.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $5,440 | $5,195+4.7% | $4,182+30.1% | $4,876+11.6% |
| Participant deferral / active EE | $6,080 | $5,834+4.2% | $5,045+20.5% | $5,439+11.8% |
| Admin fee / account holder | $95 | $10,275-99.1% | $8,159-98.8% | $10,885-99.1% |