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 | $176,243 | $165,335+6.6% | $149,696+17.7% | $158,922+10.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 26.00% | 348.15%-322.1pp | 276.60%-250.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,626 | $5,103-48.5% | $4,644-43.5% | $4,761-44.9% |
| Participant deferral / active EE | $3,042 | $7,181-57.6% | $6,842-55.5% | $5,982-49.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |