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 | $203,988 | $97,125+110.0% | $86,233+136.6% | $137,256+48.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 13.82% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,001 | $2,841+5.6% | $2,504+19.8% | $4,156-27.8% |
| Participant deferral / active EE | $3,980 | $5,180-23.2% | $4,559-12.7% | $6,407-37.9% |
| Admin fee / account holder | $13 | $9,725-99.9% | $8,342-99.8% | $12,270-99.9% |