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 | $106,224 | $179,726-40.9% | $156,263-32.0% | $142,382-25.4% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.9%-17.4pp | 80.1%-18.6pp |
| Annual return | 13.52% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,165 | $6,956-11.4% | $6,158+0.1% | $6,507-5.3% |
| Admin fee / account holder | $131 | $17,272-99.2% | $14,255-99.1% | $12,624-99.0% |