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 | $175,138 | $152,460+14.9% | $118,746+47.5% | $147,584+18.7% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | 23.53% | 17.41%+6.1pp | 24.54%-1.0pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,068 | $5,046-59.0% | $4,193-50.7% | $4,876-57.6% |
| Participant deferral / active EE | $10,799 | $6,212+73.8% | $5,332+102.5% | $5,439+98.6% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |