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 | $208,983 | $172,111+21.4% | $150,298+39.0% | $137,256+52.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.13% | 69.37%-52.2pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,113 | $4,636-76.0% | $4,154-73.2% | $4,156-73.2% |
| Participant deferral / active EE | $7,609 | $6,166+23.4% | $5,453+39.5% | $6,407+18.8% |
| Admin fee / account holder | $144 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |