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 | $102,318 | $106,515-3.9% | $96,683+5.8% | $139,434-26.6% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 17.15% | 38.43%-21.3pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,082 | $4,103-24.9% | $3,737-17.5% | $4,751-35.1% |
| Participant deferral / active EE | $6,479 | $5,454+18.8% | $4,878+32.8% | $6,710-3.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |