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 | $154,161 | $197,591-22.0% | $177,821-13.3% | $158,922-3.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 14.54% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,403 | $6,697-34.3% | $5,918-25.6% | $4,761-7.5% |
| Participant deferral / active EE | $10,923 | $8,405+30.0% | $7,714+41.6% | $5,982+82.6% |
| Admin fee / account holder | $101 | $15,399-99.3% | $12,427-99.2% | $11,246-99.1% |