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 4-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 | $210,664 | $198,466+6.1% | $170,442+23.6% | $147,584+42.7% |
| Participation rate | 59.1% | 88.0%-28.9pp | 83.6%-24.5pp | 82.8%-23.7pp |
| Annual return | 21.84% | 257.29%-235.5pp | 205.93%-184.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $4,012 | $6,184-35.1% | $5,433-26.1% | $4,876-17.7% |
| Participant deferral / active EE | $4,956 | $5,629-12.0% | $4,939+0.3% | $5,439-8.9% |
| Admin fee / account holder | $4 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |