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 | $142,963 | $108,825+31.4% | $156,181-8.5% | $82,448+73.4% |
| Participation rate | 37.0% | 72.4%-35.3pp | 78.8%-41.8pp | 68.1%-31.0pp |
| Annual return | 17.75% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,897 | $2,870-33.9% | $4,294-55.8% | $2,551-25.6% |
| Participant deferral / active EE | $4,945 | $4,577+8.0% | $6,132-19.4% | $4,139+19.5% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |