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 | $227,372 | $226,064+0.6% | $182,532+24.6% | $152,861+48.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 22.74% | 192.51%-169.8pp | 148.54%-125.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,261 | $4,978-34.5% | $4,076-20.0% | $4,762-31.5% |
| Participant deferral / active EE | $7,128 | $6,368+11.9% | $5,524+29.0% | $5,850+21.8% |
| Admin fee / account holder | $201 | $10,703-98.1% | $8,592-97.7% | $11,596-98.3% |