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 | $132,548 | $228,332-41.9% | $185,823-28.7% | $158,922-16.6% |
| Participation rate | 45.5% | 82.3%-36.8pp | 78.0%-32.6pp | 82.0%-36.5pp |
| Annual return | 20.00% | 40.80%-20.8pp | 35.95%-15.9pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,138 | $4,967-77.1% | $4,087-72.1% | $4,761-76.1% |
| Participant deferral / active EE | $8,767 | $6,415+36.7% | $5,632+55.7% | $5,982+46.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |