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 | $214,059 | $124,425+72.0% | $112,040+91.1% | $137,256+56.0% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 17.28% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,900 | $3,411+14.3% | $2,954+32.0% | $4,156-6.2% |
| Participant deferral / active EE | $7,150 | $5,718+25.0% | $5,098+40.3% | $6,407+11.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |