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 | $169,744 | $165,984+2.3% | $164,813+3.0% | $145,922+16.3% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-21.9pp |
| Annual return | 15.70% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,919 | $5,273-63.6% | $4,341-55.8% | $4,660-58.8% |
| Participant deferral / active EE | $4,709 | $6,959-32.3% | $6,031-21.9% | $6,688-29.6% |
| Admin fee / account holder | $64 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |