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 | $203,115 | $183,592+10.6% | $155,567+30.6% | $145,959+39.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.99% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,437 | $5,315-54.1% | $4,674-47.9% | $4,661-47.7% |
| Participant deferral / active EE | $15,650 | $6,464+142.1% | $5,628+178.1% | $6,689+134.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |