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 9-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 | $113,105 | $112,729+0.3% | $98,716+14.6% | $137,256-17.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 17.16% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,610 | $2,725-4.2% | $2,279+14.5% | $4,156-37.2% |
| Participant deferral / active EE | $10,270 | $4,640+121.3% | $4,048+153.7% | $6,407+60.3% |
| Admin fee / account holder | $4 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |