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 | $137,918 | $165,984-16.9% | $164,813-16.3% | $145,922-5.5% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 16.51% | 100.03%-83.5pp | 69.93%-53.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,485 | $5,273-52.9% | $4,341-42.8% | $4,660-46.7% |
| Participant deferral / active EE | $7,290 | $6,959+4.8% | $6,031+20.9% | $6,688+9.0% |
| Admin fee / account holder | $60 | $16,648-99.6% | $12,690-99.5% | $13,397-99.6% |