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 | $212,778 | $157,256+35.3% | $141,162+50.7% | $152,861+39.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 20.87% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,867 | $5,261-45.5% | $4,735-39.4% | $4,762-39.8% |
| Participant deferral / active EE | $7,663 | $7,109+7.8% | $6,709+14.2% | $5,850+31.0% |
| Admin fee / account holder | -$444 | $12,120-103.7% | $10,261-104.3% | $11,596-103.8% |