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 | $117,983-4.1% | $101,794+11.1% | $142,382-20.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 17.16% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,610 | $2,773-5.9% | $2,289+14.0% | $4,299-39.3% |
| Participant deferral / active EE | $10,270 | $4,714+117.9% | $4,084+151.5% | $6,507+57.8% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |