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 | $162,272 | $177,572-8.6% | $154,803+4.8% | $142,382+14.0% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 19.07% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,394 | $4,810-29.4% | $4,305-21.2% | $4,299-21.1% |
| Participant deferral / active EE | $6,934 | $6,272+10.6% | $5,540+25.2% | $6,507+6.6% |
| Admin fee / account holder | $51 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |