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 | $150,321 | $115,770+29.8% | $101,248+48.5% | $158,922-5.4% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 17.73% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $978 | $4,175-76.6% | $3,660-73.3% | $4,761-79.5% |
| Participant deferral / active EE | $4,550 | $4,957-8.2% | $4,370+4.1% | $5,982-23.9% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |