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 | $102,733 | $226,064-54.6% | $182,532-43.7% | $152,861-32.8% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.4%-19.9pp |
| Annual return | 23.23% | 192.51%-169.3pp | 148.54%-125.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,777 | $4,978+16.0% | $4,076+41.7% | $4,762+21.3% |
| Participant deferral / active EE | $3,172 | $6,368-50.2% | $5,524-42.6% | $5,850-45.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |