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 | $170,348 | $106,584+59.8% | $101,326+68.1% | $142,382+19.6% |
| Participation rate | 59.1% | 82.7%-23.6pp | 81.5%-22.4pp | 80.1%-21.0pp |
| Annual return | 21.49% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,732 | $3,956-30.9% | $3,665-25.5% | $4,299-36.4% |
| Participant deferral / active EE | $6,146 | $8,297-25.9% | $7,994-23.1% | $6,507-5.6% |
| Admin fee / account holder | $2 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |