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 | $190,606 | $183,592+3.8% | $155,567+22.5% | $145,959+30.6% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 12.31% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $6,966 | $5,315+31.1% | $4,674+49.0% | $4,661+49.5% |
| Participant deferral / active EE | $8,678 | $6,464+34.2% | $5,628+54.2% | $6,689+29.7% |
| Admin fee / account holder | $26 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |