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 | $123,510 | $67,823+82.1% | $52,425+135.6% | $137,256-10.0% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 18.96% | 219.11%-200.1pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,175 | $1,163+1.1% | $914+28.5% | $4,156-71.7% |
| Participant deferral / active EE | $6,042 | $2,288+164.1% | $1,790+237.4% | $6,407-5.7% |
| Admin fee / account holder | $53 | $2,844-98.2% | $2,495-97.9% | $12,270-99.6% |