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 | $249,354 | $201,272+23.9% | $184,203+35.4% | $145,922+70.9% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 14.34% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,085 | $7,022-56.1% | $6,427-52.0% | $4,660-33.8% |
| Participant deferral / active EE | $7,333 | $9,806-25.2% | $9,131-19.7% | $6,688+9.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |