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 | $244,352 | $209,411+16.7% | $178,490+36.9% | $158,922+53.8% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 17.58% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,788 | $5,706-16.1% | $5,011-4.4% | $4,761+0.6% |
| Participant deferral / active EE | $12,372 | $5,954+107.8% | $5,202+137.9% | $5,982+106.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |