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 | $226,405 | $118,450+91.1% | $98,439+130.0% | $139,434+62.4% |
| Participation rate | 58.3% | 77.4%-19.1pp | 75.2%-16.8pp | 80.3%-22.0pp |
| Annual return | 24.07% | 18.94%+5.1pp | 21.16%+2.9pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,989 | $3,609-44.9% | $3,048-34.7% | $4,751-58.1% |
| Participant deferral / active EE | $4,148 | $5,392-23.1% | $4,738-12.4% | $6,710-38.2% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |