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 | $238,226 | $127,065+87.5% | $113,168+110.5% | $142,382+67.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 20.30% | 24.03%-3.7pp | 24.27%-4.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,225 | $3,442-64.4% | $2,975-58.8% | $4,299-71.5% |
| Participant deferral / active EE | $9,503 | $5,716+66.2% | $5,107+86.1% | $6,507+46.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |