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 | $237,642 | $100,970+135.4% | $96,576+146.1% | $137,256+73.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 18.18% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,791 | $3,809-0.5% | $3,553+6.7% | $4,156-8.8% |
| Participant deferral / active EE | $7,463 | $8,286-9.9% | $7,956-6.2% | $6,407+16.5% |
| Admin fee / account holder | $115 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |