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 9-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 | $112,850 | $159,602-29.3% | $150,045-24.8% | $142,382-20.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 15.88% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,277 | $4,961-54.1% | $4,693-51.5% | $4,299-47.0% |
| Participant deferral / active EE | $5,972 | $8,310-28.1% | $7,997-25.3% | $6,507-8.2% |
| Admin fee / account holder | $255 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |