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 | $110,790 | $69,207+60.1% | $64,056+73.0% | $139,434-20.5% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 39.17% | 45.88%-6.7pp | 33.69%+5.5pp | 372.94%-333.8pp |
| Employer contribution / active EE | $3,405 | $3,182+7.0% | $2,747+24.0% | $4,751-28.3% |
| Participant deferral / active EE | $6,334 | $4,682+35.3% | $3,880+63.3% | $6,710-5.6% |
| Admin fee / account holder | $223 | $4,244-94.8% | $3,068-92.7% | $11,403-98.0% |