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 | $164,893 | $162,781+1.3% | $133,956+23.1% | $158,922+3.8% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 15.28% | 41.94%-26.7pp | 45.09%-29.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,740 | $4,975-65.0% | $3,919-55.6% | $4,761-63.5% |
| Participant deferral / active EE | $6,974 | $5,911+18.0% | $5,048+38.2% | $5,982+16.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |