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 | $200,684 | $181,894+10.3% | $156,549+28.2% | $273,961-26.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.92% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,803 | $6,248-55.1% | $5,501-49.0% | $4,869-42.4% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $17 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |