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 | $183,285 | $176,056+4.1% | $159,436+15.0% | $167,490+9.4% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 15.66% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,188 | $5,297-77.6% | $4,829-75.4% | $4,837-75.4% |
| Participant deferral / active EE | $5,133 | $7,750-33.8% | $7,352-30.2% | $6,341-19.0% |
| Admin fee / account holder | $169 | $12,554-98.7% | $10,799-98.4% | $12,309-98.6% |