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 | $124,039 | $89,753+38.2% | $107,525+15.4% | $84,808+46.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 20.53% | 29.48%-9.0pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,199 | $3,113+34.9% | $3,754+11.9% | $2,631+59.6% |
| Participant deferral / active EE | $6,939 | $4,056+71.1% | $5,116+35.6% | $4,212+64.8% |
| Admin fee / account holder | $7 | $7,222-99.9% | $8,919-99.9% | $7,344-99.9% |