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 | $237,158 | $107,334+121.0% | $92,893+155.3% | $152,861+55.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 16.70% | 145.58%-128.9pp | 109.41%-92.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,609 | $4,221-61.9% | $3,653-56.0% | $4,762-66.2% |
| Participant deferral / active EE | $4,815 | $4,845-0.6% | $4,236+13.7% | $5,850-17.7% |
| Admin fee / account holder | $243 | $7,079-96.6% | $5,794-95.8% | $11,596-97.9% |