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 | $242,658 | $110,257+120.1% | $96,544+151.3% | $139,434+74.0% |
| Participation rate | 68.8% | 78.1%-9.3pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 19.15% | 26.32%-7.2pp | 25.84%-6.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $915 | $3,620-74.7% | $2,965-69.1% | $4,751-80.7% |
| Participant deferral / active EE | $7,239 | $5,548+30.5% | $4,851+49.2% | $6,710+7.9% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |