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 | $152,645 | $154,228-1.0% | $145,433+5.0% | $137,256+11.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.33% | 74.59%-61.3pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $969 | $4,804-79.8% | $4,554-78.7% | $4,156-76.7% |
| Participant deferral / active EE | $6,864 | $8,216-16.5% | $7,897-13.1% | $6,407+7.1% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |