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 | $157,848 | $115,770+36.3% | $101,248+55.9% | $158,922-0.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 24.00% | 56.14%-32.1pp | 46.47%-22.5pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,064 | $4,175-74.5% | $3,660-70.9% | $4,761-77.7% |
| Participant deferral / active EE | $2,464 | $4,957-50.3% | $4,370-43.6% | $5,982-58.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |