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 | $109,413+30.7% | $156,263-8.5% | $84,808+68.6% |
| Participation rate | 37.0% | 72.7%-35.7pp | 78.9%-41.9pp | 68.3%-31.3pp |
| Annual return | 17.75% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,897 | $2,907-34.7% | $4,333-56.2% | $2,631-27.9% |
| Participant deferral / active EE | $4,945 | $4,590+7.7% | $6,158-19.7% | $4,212+17.4% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |