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 | $226,285 | $112,881+100.5% | $90,951+148.8% | $158,922+42.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 11.48% | 215.79%-204.3pp | 134.60%-123.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,424 | $2,893+52.9% | $2,122+108.5% | $4,761-7.1% |
| Participant deferral / active EE | $4,172 | $4,128+1.1% | $3,373+23.7% | $5,982-30.3% |
| Admin fee / account holder | $145 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |