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 | $199,265 | $202,432-1.6% | $169,368+17.7% | $139,434+42.9% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 18.80% | 531.74%-512.9pp | 405.60%-386.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $13,414 | $4,692+185.9% | $4,013+234.3% | $4,751+182.4% |
| Participant deferral / active EE | $16,996 | $6,938+145.0% | $6,221+173.2% | $6,710+153.3% |
| Admin fee / account holder | $40 | $10,708-99.6% | $9,003-99.6% | $11,403-99.6% |