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 | $218,554 | $138,065+58.3% | $123,544+76.9% | $135,375+61.4% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -6.49% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,385 | $5,151-73.1% | $4,628-70.1% | $4,779-71.0% |
| Participant deferral / active EE | $7,339 | $6,799+7.9% | $6,426+14.2% | $5,609+30.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |