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 | $152,955 | $135,635+12.8% | $110,238+38.7% | $135,375+13.0% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.8%-23.6pp | 82.6%-26.4pp |
| Annual return | 11.40% | 513.19%-501.8pp | 314.74%-303.3pp | 519.73%-508.3pp |
| Employer contribution / active EE | $2,743 | $4,906-44.1% | $3,826-28.3% | $4,779-42.6% |
| Participant deferral / active EE | $3,598 | $5,506-34.7% | $4,672-23.0% | $5,609-35.9% |
| Admin fee / account holder | $274 | $11,457-97.6% | $8,547-96.8% | $10,827-97.5% |