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 | $196,630 | $210,698-6.7% | $178,014+10.5% | $145,959+34.7% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 14.57% | 386.27%-371.7pp | 294.80%-280.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,579 | $4,567-65.4% | $3,950-60.0% | $4,661-66.1% |
| Participant deferral / active EE | $3,036 | $6,958-56.4% | $6,276-51.6% | $6,689-54.6% |
| Admin fee / account holder | -$1,064 | $12,016-108.9% | $10,362-110.3% | $13,398-107.9% |