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 | $146,763 | $111,814+31.3% | $93,654+56.7% | $145,959+0.6% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 10.69% | 203.30%-192.6pp | 133.34%-122.7pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,682 | $3,092-45.6% | $2,421-30.5% | $4,661-63.9% |
| Participant deferral / active EE | $5,104 | $4,914+3.9% | $4,413+15.7% | $6,689-23.7% |
| Admin fee / account holder | $18 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |