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 | $164,610 | $202,432-18.7% | $169,368-2.8% | $139,434+18.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 11.69% | 531.74%-520.0pp | 405.60%-393.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $12,013 | $4,692+156.0% | $4,013+199.4% | $4,751+152.9% |
| Participant deferral / active EE | $6,615 | $6,938-4.7% | $6,221+6.3% | $6,710-1.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |