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 | $159,342 | $181,894-12.4% | $156,549+1.8% | $273,961-41.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 10.48% | 30.74%-20.3pp | 32.23%-21.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $4,417 | $6,248-29.3% | $5,501-19.7% | $4,869-9.3% |
| Participant deferral / active EE | $7,518 | $5,550+35.5% | $4,871+54.3% | $5,287+42.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |