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 5-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 | $227,315 | $175,202+29.7% | $149,673+51.9% | $139,434+63.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.40% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,995 | $5,474-27.0% | $4,818-17.1% | $4,751-15.9% |
| Participant deferral / active EE | $7,765 | $6,519+19.1% | $5,680+36.7% | $6,710+15.7% |
| Admin fee / account holder | $171 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |