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 | $218,033 | $126,574+72.3% | $106,213+105.3% | $145,922+49.4% |
| Participation rate | 68.4% | 77.6%-9.2pp | 75.3%-6.9pp | 80.3%-11.9pp |
| Annual return | 11.49% | 224.79%-213.3pp | 116.14%-104.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,380 | $3,730-36.2% | $3,171-25.0% | $4,660-48.9% |
| Participant deferral / active EE | $5,195 | $5,724-9.2% | $5,016+3.6% | $6,688-22.3% |
| Admin fee / account holder | $266 | $17,304-98.5% | $11,033-97.6% | $13,397-98.0% |