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 | $161,846 | $183,519-11.8% | $155,509+4.1% | $145,922+10.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 25.67% | 61.17%-35.5pp | 64.67%-39.0pp | 561.29%-535.6pp |
| Employer contribution / active EE | $4,808 | $5,313-9.5% | $4,672+2.9% | $4,660+3.2% |
| Participant deferral / active EE | $14,509 | $6,462+124.5% | $5,626+157.9% | $6,688+117.0% |
| Admin fee / account holder | $225 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |