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 | $118,413 | $185,822-36.3% | $169,993-30.3% | $139,434-15.1% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 16.68% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,840 | $7,590-62.6% | $6,785-58.1% | $4,751-40.2% |
| Participant deferral / active EE | $6,170 | $11,622-46.9% | $10,408-40.7% | $6,710-8.1% |
| Admin fee / account holder | $136 | $15,381-99.1% | $12,815-98.9% | $11,403-98.8% |