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 | $194,565 | $135,952+43.1% | $123,892+57.0% | $273,961-29.0% |
| Participation rate | 27.3% | 84.1%-56.8pp | 81.4%-54.1pp | 83.0%-55.7pp |
| Annual return | 9.05% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $977 | $5,170-81.1% | $4,617-78.8% | $4,869-79.9% |
| Participant deferral / active EE | $2,979 | $6,343-53.0% | $5,984-50.2% | $5,287-43.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |