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 | $158,170 | $209,411-24.5% | $178,490-11.4% | $158,922-0.5% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 18.78% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,163 | $5,706-79.6% | $5,011-76.8% | $4,761-75.6% |
| Participant deferral / active EE | $3,545 | $5,954-40.5% | $5,202-31.9% | $5,982-40.7% |
| Admin fee / account holder | $216 | $17,074-98.7% | $13,984-98.5% | $11,246-98.1% |