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 | $243,308 | $228,332+6.6% | $185,823+30.9% | $158,922+53.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 15.43% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $4,005 | $4,967-19.4% | $4,087-2.0% | $4,761-15.9% |
| Participant deferral / active EE | $12,070 | $6,415+88.2% | $5,632+114.3% | $5,982+101.8% |
| Admin fee / account holder | $109 | $11,864-99.1% | $9,500-98.8% | $11,246-99.0% |