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 | $233,360 | $133,922+74.3% | $116,228+100.8% | $142,382+63.9% |
| Participation rate | 61.5% | 77.9%-16.3pp | 74.6%-13.0pp | 80.1%-18.6pp |
| Annual return | 17.31% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,651 | $3,446-23.1% | $2,994-11.5% | $4,299-38.3% |
| Participant deferral / active EE | $7,412 | $5,672+30.7% | $4,953+49.6% | $6,507+13.9% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |