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 3-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 | $173,518 | $159,901+8.5% | $146,958+18.1% | $145,922+18.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,399 | $5,286-54.6% | $4,933-51.4% | $4,660-48.5% |
| Participant deferral / active EE | $3,993 | $8,428-52.6% | $8,070-50.5% | $6,688-40.3% |
| Admin fee / account holder | $126 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |