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 | $229,885 | $163,101+40.9% | $136,749+68.1% | $142,382+61.5% |
| Participation rate | 53.8% | 78.2%-24.4pp | 72.1%-18.3pp | 80.1%-26.3pp |
| Annual return | 15.73% | 27.54%-11.8pp | 24.33%-8.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,731 | $4,117-57.9% | $3,400-49.1% | $4,299-59.7% |
| Participant deferral / active EE | $8,319 | $5,585+49.0% | $4,692+77.3% | $6,507+27.8% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |