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 | $141,929 | $73,787+92.4% | $98,716+43.8% | $82,448+72.1% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.3%-44.3pp | 68.1%-43.1pp |
| Annual return | 15.84% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $767 | $1,511-49.3% | $2,279-66.4% | $2,551-69.9% |
| Participant deferral / active EE | $4,277 | $3,081+38.8% | $4,048+5.7% | $4,139+3.3% |
| Admin fee / account holder | $23 | $6,500-99.6% | $8,703-99.7% | $7,234-99.7% |