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 | $139,957 | $185,822-24.7% | $169,993-17.7% | $139,434+0.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 19.22% | 60.50%-41.3pp | 53.37%-34.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,088 | $7,590-72.5% | $6,785-69.2% | $4,751-56.0% |
| Participant deferral / active EE | $4,910 | $11,622-57.8% | $10,408-52.8% | $6,710-26.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |