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 | $147,347 | $105,998+39.0% | $92,233+59.8% | $147,584-0.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 17.30% | 50.05%-32.7pp | 176.28%-159.0pp | 578.55%-561.2pp |
| Employer contribution / active EE | $5,055 | $4,333+16.7% | $3,679+37.4% | $4,876+3.7% |
| Participant deferral / active EE | $8,060 | $4,478+80.0% | $3,897+106.8% | $5,439+48.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |