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 | $224,556 | $159,934+40.4% | $147,005+52.8% | $145,959+53.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 29.09% | 98.24%-69.2pp | 418.76%-389.7pp | 561.95%-532.9pp |
| Employer contribution / active EE | $2,179 | $5,287-58.8% | $4,934-55.8% | $4,661-53.2% |
| Participant deferral / active EE | $8,917 | $8,427+5.8% | $8,070+10.5% | $6,689+33.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |