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 | $172,906 | $209,411-17.4% | $178,490-3.1% | $158,922+8.8% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 17.90% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,728 | $5,706-69.7% | $5,011-65.5% | $4,761-63.7% |
| Participant deferral / active EE | $6,681 | $5,954+12.2% | $5,202+28.4% | $5,982+11.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |