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 | $149,263 | $111,535+33.8% | $105,223+41.9% | $137,256+8.7% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 15.19% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $857 | $3,939-78.2% | $3,689-76.8% | $4,156-79.4% |
| Participant deferral / active EE | $2,865 | $5,500-47.9% | $5,072-43.5% | $6,407-55.3% |
| Admin fee / account holder | $92 | $9,721-99.1% | $8,859-99.0% | $12,270-99.3% |