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 | $123,561 | $97,044+27.3% | $83,333+48.3% | $135,375-8.7% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | 46.21% | 12.31%+33.9pp | 10.63%+35.6pp | 519.73%-473.5pp |
| Employer contribution / active EE | $3,282 | $4,143-20.8% | $3,379-2.9% | $4,779-31.3% |
| Participant deferral / active EE | $10,128 | $5,964+69.8% | $5,565+82.0% | $5,609+80.6% |
| Admin fee / account holder | $19 | $8,380-99.8% | $7,510-99.8% | $10,827-99.8% |