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 | $134,517 | $165,984-19.0% | $164,813-18.4% | $145,922-7.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 9.03% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,804 | $5,273-27.9% | $4,341-12.4% | $4,660-18.4% |
| Participant deferral / active EE | $11,377 | $6,959+63.5% | $6,031+88.6% | $6,688+70.1% |
| Admin fee / account holder | $25 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |