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 | $149,947 | $198,466-24.4% | $170,442-12.0% | $147,584+1.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 21.56% | 257.29%-235.7pp | 205.93%-184.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,466 | $6,184-60.1% | $5,433-54.6% | $4,876-49.4% |
| Participant deferral / active EE | $4,152 | $5,629-26.3% | $4,939-16.0% | $5,439-23.7% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |