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 | $170,573 | $107,934+58.0% | $91,989+85.4% | $152,861+11.6% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.4%-19.9pp |
| Annual return | 25.00% | 89.24%-64.2pp | 69.02%-44.0pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,267 | $4,210-69.9% | $3,452-63.3% | $4,762-73.4% |
| Participant deferral / active EE | $4,428 | $6,364-30.4% | $5,923-25.2% | $5,850-24.3% |
| Admin fee / account holder | $15 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |