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 | $200,179 | $105,859+89.1% | $90,160+122.0% | $147,584+35.6% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 26.45% | 37.63%-11.2pp | 34.88%-8.4pp | 578.55%-552.1pp |
| Employer contribution / active EE | $3,730 | $4,126-9.6% | $3,318+12.4% | $4,876-23.5% |
| Participant deferral / active EE | $5,114 | $5,733-10.8% | $5,288-3.3% | $5,439-6.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |