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 | $209,096 | $215,361-2.9% | $171,082+22.2% | $273,961-23.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 8.75% | 25.14%-16.4pp | 32.56%-23.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,366 | $4,967-52.4% | $4,002-40.9% | $4,869-51.4% |
| Participant deferral / active EE | $3,980 | $5,543-28.2% | $4,797-17.0% | $5,287-24.7% |
| Admin fee / account holder | $13 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |