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 | $169,104 | $112,096+50.9% | $95,952+76.2% | $158,922+6.4% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | 18.80% | 171.09%-152.3pp | 91.61%-72.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,463 | $3,198+8.3% | $2,541+36.3% | $4,761-27.3% |
| Participant deferral / active EE | $5,589 | $4,784+16.8% | $4,167+34.1% | $5,982-6.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |