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 | $103,073 | $110,261-6.5% | $95,745+7.7% | $139,434-26.1% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 9.71% | 27.11%-17.4pp | 28.35%-18.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,184 | $3,257-63.7% | $2,835-58.2% | $4,751-75.1% |
| Participant deferral / active EE | $4,315 | $4,676-7.7% | $4,245+1.7% | $6,710-35.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |