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 | $204,268 | $165,335+23.5% | $149,696+36.5% | $158,922+28.5% |
| Participation rate | 52.4% | 84.6%-32.2pp | 82.5%-30.1pp | 82.0%-29.6pp |
| Annual return | 14.06% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,446 | $5,103-71.7% | $4,644-68.9% | $4,761-69.6% |
| Participant deferral / active EE | $3,853 | $7,181-46.3% | $6,842-43.7% | $5,982-35.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |