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 | $139,177 | $175,202-20.6% | $149,673-7.0% | $139,434-0.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 26.83% | 166.71%-139.9pp | 134.42%-107.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $3,367 | $5,474-38.5% | $4,818-30.1% | $4,751-29.1% |
| Participant deferral / active EE | $11,930 | $6,519+83.0% | $5,680+110.0% | $6,710+77.8% |
| Admin fee / account holder | $5 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |