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 | $230,893 | $198,466+16.3% | $170,442+35.5% | $147,584+56.4% |
| Participation rate | 53.8% | 88.0%-34.1pp | 83.6%-29.8pp | 82.8%-29.0pp |
| Annual return | 23.34% | 257.29%-234.0pp | 205.93%-182.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $1,687 | $6,184-72.7% | $5,433-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $4,348 | $5,629-22.8% | $4,939-12.0% | $5,439-20.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |