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 | $149,153 | $198,466-24.8% | $170,442-12.5% | $147,584+1.1% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 17.60% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,442 | $6,184-76.7% | $5,433-73.5% | $4,876-70.4% |
| Participant deferral / active EE | $9,436 | $5,629+67.6% | $4,939+91.0% | $5,439+73.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |