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 | $217,759 | $214,378+1.6% | $200,582+8.6% | $142,382+52.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 14.90% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $23,391 | $6,841+241.9% | $6,419+264.4% | $4,299+444.1% |
| Participant deferral / active EE | $13,235 | $9,865+34.2% | $9,331+41.8% | $6,507+103.4% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |