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 | $151,643 | $176,056-13.9% | $159,436-4.9% | $167,490-9.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.41% | 331.75%-320.3pp | 263.57%-252.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,032 | $5,297-61.6% | $4,829-57.9% | $4,837-58.0% |
| Participant deferral / active EE | $9,390 | $7,750+21.2% | $7,352+27.7% | $6,341+48.1% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |