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 | $215,769 | $112,729+91.4% | $98,716+118.6% | $137,256+57.2% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.3%-30.8pp | 80.0%-41.5pp |
| Annual return | 13.51% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,683 | $2,725-1.5% | $2,279+17.8% | $4,156-35.4% |
| Participant deferral / active EE | $5,398 | $4,640+16.3% | $4,048+33.4% | $6,407-15.7% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |