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 | $185,598 | $159,602+16.3% | $150,045+23.7% | $142,382+30.4% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.3%-62.3pp | 80.1%-60.1pp |
| Annual return | 14.35% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,600 | $4,961-67.7% | $4,693-65.9% | $4,299-62.8% |
| Participant deferral / active EE | $4,699 | $8,310-43.4% | $7,997-41.2% | $6,507-27.8% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |