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 | $176,764 | $179,726-1.6% | $156,263+13.1% | $142,382+24.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 10.95% | 77.86%-66.9pp | 59.47%-48.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,585 | $5,069-29.3% | $4,333-17.3% | $4,299-16.6% |
| Participant deferral / active EE | $8,806 | $6,956+26.6% | $6,158+43.0% | $6,507+35.3% |
| Admin fee / account holder | $151 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |