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 | $113,714 | $179,726-36.7% | $156,263-27.2% | $142,382-20.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 16.41% | 77.86%-61.4pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,233 | $5,069-55.9% | $4,333-48.5% | $4,299-48.1% |
| Participant deferral / active EE | $8,171 | $6,956+17.5% | $6,158+32.7% | $6,507+25.6% |
| Admin fee / account holder | $16 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |