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 | $196,928 | $181,894+8.3% | $156,549+25.8% | $273,961-28.1% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 7.55% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,101 | $6,248-50.4% | $5,501-43.6% | $4,869-36.3% |
| Participant deferral / active EE | $7,376 | $5,550+32.9% | $4,871+51.4% | $5,287+39.5% |
| Admin fee / account holder | $296 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |