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 | $170,127 | $153,772+10.6% | $133,980+27.0% | $273,961-37.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 9.36% | 36.51%-27.2pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,600 | $6,029-73.5% | $5,211-69.3% | $4,869-67.1% |
| Participant deferral / active EE | $13,000 | $6,958+86.8% | $6,282+106.9% | $5,287+145.9% |
| Admin fee / account holder | $225 | $11,765-98.1% | $9,324-97.6% | $10,132-97.8% |