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 9-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 | $125,975 | $116,175+8.4% | $93,606+34.6% | $152,861-17.6% |
| Participation rate | 69.2% | 78.0%-8.8pp | 75.8%-6.6pp | 82.4%-13.2pp |
| Annual return | 25.36% | 35.96%-10.6pp | 32.76%-7.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,311 | $3,218-28.2% | $2,718-15.0% | $4,762-51.5% |
| Participant deferral / active EE | $5,879 | $4,603+27.7% | $4,069+44.5% | $5,850+0.5% |
| Admin fee / account holder | $217 | $10,748-98.0% | $7,888-97.2% | $11,596-98.1% |