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 | $138,575 | $172,111-19.5% | $150,298-7.8% | $137,256+1.0% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 25.77% | 69.37%-43.6pp | 62.79%-37.0pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,329 | $4,636-49.8% | $4,154-43.9% | $4,156-44.0% |
| Participant deferral / active EE | $6,227 | $6,166+1.0% | $5,453+14.2% | $6,407-2.8% |
| Admin fee / account holder | $44 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |