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 | $165,787 | $114,381+44.9% | $107,525+54.2% | $142,382+16.4% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.1%-10.4pp | 80.1%-15.4pp |
| Annual return | 12.89% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $11,957 | $4,015+197.8% | $3,754+218.5% | $4,299+178.1% |
| Participant deferral / active EE | $5,649 | $5,564+1.5% | $5,116+10.4% | $6,507-13.2% |
| Admin fee / account holder | $40 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |