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 | $148,649 | $118,450+25.5% | $98,439+51.0% | $139,434+6.6% |
| Participation rate | 68.4% | 77.4%-9.0pp | 75.2%-6.7pp | 80.3%-11.9pp |
| Annual return | 15.66% | 18.94%-3.3pp | 21.16%-5.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,562 | $3,609-1.3% | $3,048+16.9% | $4,751-25.0% |
| Participant deferral / active EE | $13,859 | $5,392+157.0% | $4,738+192.5% | $6,710+106.5% |
| Admin fee / account holder | $4 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |