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 | $180,830 | $68,346+164.6% | $94,646+91.1% | $75,163+140.6% |
| Participation rate | 69.2% | 76.1%-6.9pp | 80.8%-11.6pp | 67.2%+2.0pp |
| Annual return | 24.07% | 616.93%-592.9pp | 156.71%-132.6pp | 160.62%-136.5pp |
| Employer contribution / active EE | $5,831 | $2,701+115.9% | $3,672+58.8% | $2,670+118.4% |
| Participant deferral / active EE | $7,269 | $6,537+11.2% | $7,418-2.0% | $4,125+76.2% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,231-100.0% | $5,651-100.0% |