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 | $236,956 | $210,648+12.5% | $177,989+33.1% | $145,922+62.4% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 18.26% | 385.86%-367.6pp | 294.48%-276.2pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,207 | $4,565-51.7% | $3,949-44.1% | $4,660-52.6% |
| Participant deferral / active EE | $10,167 | $6,958+46.1% | $6,276+62.0% | $6,688+52.0% |
| Admin fee / account holder | $40 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |