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 6-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 | $194,257 | $159,934+21.5% | $147,005+32.1% | $145,959+33.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 39.67% | 98.24%-58.6pp | 418.76%-379.1pp | 561.95%-522.3pp |
| Employer contribution / active EE | $2,400 | $5,287-54.6% | $4,934-51.4% | $4,661-48.5% |
| Participant deferral / active EE | $9,300 | $8,427+10.4% | $8,070+15.2% | $6,689+39.0% |
| Admin fee / account holder | $30 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |