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 8-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 | $75,322 | $228,332-67.0% | $185,823-59.5% | $158,922-52.6% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 20.64% | 40.80%-20.2pp | 35.95%-15.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $15,718 | $4,967+216.5% | $4,087+284.5% | $4,761+230.1% |
| Participant deferral / active EE | $10,724 | $6,415+67.2% | $5,632+90.4% | $5,982+79.3% |
| Admin fee / account holder | $265 | $11,864-97.8% | $9,500-97.2% | $11,246-97.6% |