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 | $111,409 | $110,261+1.0% | $95,745+16.4% | $139,434-20.1% |
| Participation rate | 41.7% | 75.8%-34.1pp | 72.3%-30.6pp | 80.3%-38.7pp |
| Annual return | 24.24% | 27.11%-2.9pp | 28.35%-4.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,106 | $3,257-66.0% | $2,835-61.0% | $4,751-76.7% |
| Participant deferral / active EE | $5,678 | $4,676+21.4% | $4,245+33.8% | $6,710-15.4% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |