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 | $186,057 | $228,332-18.5% | $185,823+0.1% | $158,922+17.1% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 15.61% | 40.80%-25.2pp | 35.95%-20.3pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,485 | $4,967-70.1% | $4,087-63.7% | $4,761-68.8% |
| Participant deferral / active EE | $3,301 | $6,415-48.5% | $5,632-41.4% | $5,982-44.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |