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 | $149,465 | $228,332-34.5% | $185,823-19.6% | $158,922-6.0% |
| Participation rate | 22.7% | 82.3%-59.6pp | 78.0%-55.3pp | 82.0%-59.2pp |
| Annual return | 22.33% | 40.80%-18.5pp | 35.95%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,292 | $6,415-48.7% | $5,632-41.6% | $5,982-45.0% |
| Admin fee / account holder | $113 | $11,864-99.1% | $9,500-98.8% | $11,246-99.0% |