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 | $119,622 | $117,859+1.5% | $102,438+16.8% | $145,959-18.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 23.15% | 31.72%-8.6pp | 29.37%-6.2pp | 561.95%-538.8pp |
| Employer contribution / active EE | $6,718 | $3,615+85.8% | $3,024+122.2% | $4,661+44.1% |
| Participant deferral / active EE | $19,260 | $5,732+236.0% | $5,054+281.1% | $6,689+188.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |