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 | $144,841 | $148,534-2.5% | $135,903+6.6% | $139,434+3.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 14.05% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,687 | $5,243-48.8% | $4,856-44.7% | $4,751-43.4% |
| Participant deferral / active EE | $11,128 | $8,100+37.4% | $7,758+43.4% | $6,710+65.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |