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 | $101,340 | $110,257-8.1% | $96,544+5.0% | $139,434-27.3% |
| Participation rate | 46.7% | 78.1%-31.4pp | 76.0%-29.3pp | 80.3%-33.7pp |
| Annual return | 20.18% | 26.32%-6.1pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,038 | $3,620-71.3% | $2,965-65.0% | $4,751-78.1% |
| Participant deferral / active EE | $6,520 | $5,548+17.5% | $4,851+34.4% | $6,710-2.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |