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 | $180,477 | $198,466-9.1% | $170,442+5.9% | $147,584+22.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 19.09% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,728 | $6,184-72.1% | $5,433-68.2% | $4,876-64.6% |
| Participant deferral / active EE | $4,625 | $5,629-17.8% | $4,939-6.4% | $5,439-15.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |