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 | $162,990 | $166,020-1.8% | $164,866-1.1% | $145,959+11.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 11.54% | 100.08%-88.5pp | 69.97%-58.4pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,606 | $5,275-50.6% | $4,343-40.0% | $4,661-44.1% |
| Participant deferral / active EE | $7,543 | $6,961+8.4% | $6,033+25.0% | $6,689+12.8% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |