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 | $242,573 | $157,256+54.3% | $141,162+71.8% | $152,861+58.7% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.4%-13.2pp |
| Annual return | 25.85% | 64.32%-38.5pp | 71.39%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,115 | $5,261-59.8% | $4,735-55.3% | $4,762-55.6% |
| Participant deferral / active EE | $6,862 | $7,109-3.5% | $6,709+2.3% | $5,850+17.3% |
| Admin fee / account holder | $249 | $12,120-97.9% | $10,261-97.6% | $11,596-97.9% |