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 | $179,975 | $135,952+32.4% | $123,892+45.3% | $273,961-34.3% |
| Participation rate | 30.0% | 84.1%-54.1pp | 81.4%-51.4pp | 83.0%-53.0pp |
| Annual return | 12.37% | 56.63%-44.3pp | 47.52%-35.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,553 | $5,170-70.0% | $4,617-66.4% | $4,869-68.1% |
| Participant deferral / active EE | $2,252 | $6,343-64.5% | $5,984-62.4% | $5,287-57.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |