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 | $164,051 | $217,402-24.5% | $185,823-11.7% | $167,490-2.1% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.2pp |
| Annual return | 23.79% | 148.36%-124.6pp | 122.05%-98.3pp | 478.56%-454.8pp |
| Employer contribution / active EE | $2,644 | $5,873-55.0% | $5,167-48.8% | $4,837-45.4% |
| Participant deferral / active EE | $7,714 | $6,356+21.4% | $5,568+38.6% | $6,341+21.7% |
| Admin fee / account holder | $55 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |