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 | $172,059 | $175,202-1.8% | $149,673+15.0% | $139,434+23.4% |
| Participation rate | 63.2% | 83.4%-20.2pp | 78.8%-15.6pp | 80.3%-17.2pp |
| Annual return | 18.43% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,683 | $5,474-69.3% | $4,818-65.1% | $4,751-64.6% |
| Participant deferral / active EE | $5,654 | $6,519-13.3% | $5,680-0.5% | $6,710-15.7% |
| Admin fee / account holder | -$2 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |