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 | $114,491 | $148,534-22.9% | $135,903-15.8% | $139,434-17.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 15.78% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,957 | $5,243-62.7% | $4,856-59.7% | $4,751-58.8% |
| Participant deferral / active EE | $10,461 | $8,100+29.1% | $7,758+34.8% | $6,710+55.9% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |