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 | $221,718 | $202,432+9.5% | $169,368+30.9% | $139,434+59.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.10% | 531.74%-514.6pp | 405.60%-388.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $15,288 | $6,938+120.3% | $6,221+145.7% | $6,710+127.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |