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 | $113,971 | $108,919+4.6% | $100,391+13.5% | $145,922-21.9% |
| Participation rate | 61.5% | 82.9%-21.4pp | 81.5%-19.9pp | 80.3%-18.7pp |
| Annual return | 17.97% | 57.88%-39.9pp | 49.20%-31.2pp | 561.29%-543.3pp |
| Employer contribution / active EE | $5,106 | $4,419+15.5% | $3,942+29.5% | $4,660+9.6% |
| Participant deferral / active EE | $9,594 | $8,445+13.6% | $8,082+18.7% | $6,688+43.5% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |