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 | $60,366 | $177,572-66.0% | $154,803-61.0% | $142,382-57.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 28.59% | 65.07%-36.5pp | 58.88%-30.3pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,112 | $4,810-76.9% | $4,305-74.2% | $4,299-74.1% |
| Participant deferral / active EE | $12,400 | $6,272+97.7% | $5,540+123.8% | $6,507+90.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |