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 | $100,220 | $154,228-35.0% | $145,433-31.1% | $137,256-27.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.76% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,190 | $4,804-75.2% | $4,554-73.9% | $4,156-71.4% |
| Participant deferral / active EE | $7,522 | $8,216-8.5% | $7,897-4.8% | $6,407+17.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |