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 | $124,315 | $89,753+38.5% | $107,525+15.6% | $84,808+46.6% |
| Participation rate | 44.1% | 68.1%-23.9pp | 75.1%-31.0pp | 68.3%-24.2pp |
| Annual return | 21.55% | 29.48%-7.9pp | 181.32%-159.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,654 | $3,113-46.9% | $3,754-55.9% | $2,631-37.1% |
| Participant deferral / active EE | $3,657 | $4,056-9.8% | $5,116-28.5% | $4,212-13.2% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |