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 7-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 | $161,210 | $198,466-18.8% | $170,442-5.4% | $147,584+9.2% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 15.58% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,781 | $6,184-55.0% | $5,433-48.8% | $4,876-43.0% |
| Participant deferral / active EE | $5,428 | $5,629-3.6% | $4,939+9.9% | $5,439-0.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |