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 9-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 | $201,528 | $175,202+15.0% | $149,673+34.6% | $139,434+44.5% |
| Participation rate | 57.9% | 83.4%-25.5pp | 78.8%-20.9pp | 80.3%-22.4pp |
| Annual return | 17.75% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,878 | $5,474-65.7% | $4,818-61.0% | $4,751-60.5% |
| Participant deferral / active EE | $6,197 | $6,519-4.9% | $5,680+9.1% | $6,710-7.6% |
| Admin fee / account holder | $178 | $16,150-98.9% | $13,210-98.7% | $11,403-98.4% |