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 | $227,931 | $215,361+5.8% | $171,082+33.2% | $273,961-16.8% |
| Participation rate | 64.3% | 82.0%-17.7pp | 76.7%-12.4pp | 83.0%-18.7pp |
| Annual return | 7.28% | 25.14%-17.9pp | 32.56%-25.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,681 | $4,967-46.0% | $4,002-33.0% | $4,869-44.9% |
| Participant deferral / active EE | $4,380 | $5,543-21.0% | $4,797-8.7% | $5,287-17.2% |
| Admin fee / account holder | $73 | $10,846-99.3% | $8,520-99.1% | $10,132-99.3% |