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 | $122,904 | $117,983+4.2% | $101,794+20.7% | $142,382-13.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 18.82% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,191 | $2,773-57.0% | $2,289-48.0% | $4,299-72.3% |
| Participant deferral / active EE | $1,424 | $4,714-69.8% | $4,084-65.1% | $6,507-78.1% |
| Admin fee / account holder | $16 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |