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 | $189,636 | $152,587+24.3% | $125,175+51.5% | $152,861+24.1% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 22.23% | 54.84%-32.6pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,926 | $4,946-40.8% | $3,865-24.3% | $4,762-38.6% |
| Participant deferral / active EE | $8,179 | $5,868+39.4% | $4,937+65.7% | $5,850+39.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |