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 | $119,136 | $175,202-32.0% | $149,673-20.4% | $139,434-14.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.89% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,003 | $5,474-63.4% | $4,818-58.4% | $4,751-57.8% |
| Participant deferral / active EE | $6,723 | $6,519+3.1% | $5,680+18.4% | $6,710+0.2% |
| Admin fee / account holder | $60 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |