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 | $160,241 | $91,552+75.0% | $133,956+19.6% | $79,858+100.7% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | 14.70% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,651 | $2,384+11.2% | $3,919-32.4% | $2,471+7.3% |
| Participant deferral / active EE | $7,121 | $3,733+90.7% | $5,048+41.1% | $3,740+90.4% |
| Admin fee / account holder | $63 | $6,321-99.0% | $8,927-99.3% | $5,306-98.8% |