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 | $169,703 | $172,111-1.4% | $150,298+12.9% | $137,256+23.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 16.45% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,924 | $4,636-58.5% | $4,154-53.7% | $4,156-53.7% |
| Participant deferral / active EE | $6,695 | $6,166+8.6% | $5,453+22.8% | $6,407+4.5% |
| Admin fee / account holder | $55 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |