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 | $229,226 | $159,602+43.6% | $150,045+52.8% | $142,382+61.0% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 16.59% | 70.24%-53.6pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,619 | $4,961-27.0% | $4,693-22.9% | $4,299-15.8% |
| Participant deferral / active EE | $10,224 | $8,310+23.0% | $7,997+27.9% | $6,507+57.1% |
| Admin fee / account holder | $178 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |