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 | $120,591 | $159,602-24.4% | $150,045-19.6% | $142,382-15.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 18.75% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,812 | $4,961-23.2% | $4,693-18.8% | $4,299-11.3% |
| Participant deferral / active EE | $8,354 | $8,310+0.5% | $7,997+4.5% | $6,507+28.4% |
| Admin fee / account holder | $4 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |