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 | $101,618+88.3% | $93,063+105.6% | $137,256+39.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 17.09% | 223.95%-206.9pp | 34.15%-17.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,521 | $2,707-43.8% | $2,476-38.6% | $4,156-63.4% |
| Participant deferral / active EE | $6,395 | $4,279+49.5% | $3,958+61.6% | $6,407-0.2% |
| Admin fee / account holder | $24 | $6,198-99.6% | $6,033-99.6% | $12,270-99.8% |