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 | $208,144 | $232,540-10.5% | $185,117+12.4% | $147,584+41.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 22.56% | 43.03%-20.5pp | 40.50%-17.9pp | 578.55%-556.0pp |
| Employer contribution / active EE | $3,958 | $5,195-23.8% | $4,182-5.4% | $4,876-18.8% |
| Participant deferral / active EE | $9,357 | $5,834+60.4% | $5,045+85.5% | $5,439+72.0% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |