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 | $131,700 | $124,185+6.1% | $108,410+21.5% | $167,490-21.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 18.07% | 1379.64%-1361.6pp | 905.27%-887.2pp | 478.56%-460.5pp |
| Employer contribution / active EE | $3,673 | $4,187-12.3% | $3,558+3.2% | $4,837-24.1% |
| Participant deferral / active EE | $9,073 | $6,908+31.3% | $6,563+38.3% | $6,341+43.1% |
| Admin fee / account holder | $173 | $9,455-98.2% | $7,295-97.6% | $12,309-98.6% |