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 | $194,120 | $179,726+8.0% | $156,263+24.2% | $142,382+36.3% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.9%-26.3pp | 80.1%-27.5pp |
| Annual return | 18.08% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,521 | $5,069-70.0% | $4,333-64.9% | $4,299-64.6% |
| Participant deferral / active EE | $4,129 | $6,956-40.6% | $6,158-33.0% | $6,507-36.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |