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 | $191,317 | $104,974+82.3% | $95,585+100.2% | $142,382+34.4% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 17.09% | 210.33%-193.2pp | 38.56%-21.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,521 | $2,779-45.3% | $2,527-39.8% | $4,299-64.6% |
| Participant deferral / active EE | $6,395 | $4,352+47.0% | $4,023+59.0% | $6,507-1.7% |
| Admin fee / account holder | $24 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |