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 | $153,798 | $149,679+2.8% | $117,039+31.4% | $147,584+4.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 13.11% | 19.31%-6.2pp | 18.95%-5.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,705 | $4,937-65.5% | $3,785-54.9% | $4,876-65.0% |
| Participant deferral / active EE | $3,622 | $4,912-26.3% | $3,929-7.8% | $5,439-33.4% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |