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 | $243,918 | $209,411+16.5% | $178,490+36.7% | $158,922+53.5% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 40.27% | 188.75%-148.5pp | 151.07%-110.8pp | 302.83%-262.6pp |
| Employer contribution / active EE | $3,276 | $5,706-42.6% | $5,011-34.6% | $4,761-31.2% |
| Participant deferral / active EE | $8,108 | $5,954+36.2% | $5,202+55.9% | $5,982+35.5% |
| Admin fee / account holder | $160 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |