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 | $230,114 | $148,534+54.9% | $135,903+69.3% | $139,434+65.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 24.10% | 79.19%-55.1pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $7,035 | $5,243+34.2% | $4,856+44.9% | $4,751+48.1% |
| Participant deferral / active EE | $7,035 | $8,100-13.2% | $7,758-9.3% | $6,710+4.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |