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 | $102,734 | $232,540-55.8% | $185,117-44.5% | $147,584-30.4% |
| Participation rate | 69.2% | 82.4%-13.1pp | 77.3%-8.0pp | 82.8%-13.6pp |
| Annual return | 15.79% | 43.03%-27.2pp | 40.50%-24.7pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,160 | $5,195-58.4% | $4,182-48.3% | $4,876-55.7% |
| Participant deferral / active EE | $6,718 | $5,834+15.2% | $5,045+33.2% | $5,439+23.5% |
| Admin fee / account holder | $20 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |