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 | $144,503 | $227,553-36.5% | $189,557-23.8% | $167,490-13.7% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | 14.13% | 78.40%-64.3pp | 64.17%-50.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,168 | $5,316-78.0% | $4,412-73.5% | $4,837-75.9% |
| Participant deferral / active EE | $8,891 | $7,002+27.0% | $6,174+44.0% | $6,341+40.2% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |