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 | $191,863 | $209,411-8.4% | $178,490+7.5% | $158,922+20.7% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 18.09% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,852 | $5,706-67.5% | $5,011-63.0% | $4,761-61.1% |
| Participant deferral / active EE | $5,212 | $5,954-12.5% | $5,202+0.2% | $5,982-12.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |