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 | $141,936 | $198,466-28.5% | $170,442-16.7% | $147,584-3.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 24.89% | 257.29%-232.4pp | 205.93%-181.0pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,505 | $6,184-59.5% | $5,433-53.9% | $4,876-48.6% |
| Participant deferral / active EE | $8,502 | $5,629+51.0% | $4,939+72.1% | $5,439+56.3% |
| Admin fee / account holder | -$423 | $16,852-102.5% | $13,880-103.0% | $10,885-103.9% |