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 | $211,110 | $214,378-1.5% | $200,582+5.2% | $142,382+48.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 19.67% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,634 | $6,841-76.1% | $6,419-74.5% | $4,299-62.0% |
| Participant deferral / active EE | $8,775 | $9,865-11.0% | $9,331-6.0% | $6,507+34.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |