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 | $210,244 | $177,572+18.4% | $154,803+35.8% | $142,382+47.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 50.56% | 65.07%-14.5pp | 58.88%-8.3pp | 217.08%-166.5pp |
| Employer contribution / active EE | $6,632 | $4,810+37.9% | $4,305+54.0% | $4,299+54.3% |
| Participant deferral / active EE | $17,562 | $6,272+180.0% | $5,540+217.0% | $6,507+169.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |