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 | $216,748 | $183,592+18.1% | $155,567+39.3% | $145,959+48.5% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 12.11% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,218 | $5,315-39.5% | $4,674-31.2% | $4,661-31.0% |
| Participant deferral / active EE | $9,408 | $6,464+45.5% | $5,628+67.2% | $6,689+40.7% |
| Admin fee / account holder | $37 | $19,318-99.8% | $15,916-99.8% | $13,398-99.7% |