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 | $243,811 | $106,515+128.9% | $96,683+152.2% | $139,434+74.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 18.29% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $974 | $4,103-76.3% | $3,737-73.9% | $4,751-79.5% |
| Participant deferral / active EE | $2,500 | $5,454-54.2% | $4,878-48.8% | $6,710-62.7% |
| Admin fee / account holder | $145 | $7,877-98.2% | $6,730-97.8% | $11,403-98.7% |