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 | $168,807 | $96,635+74.7% | $86,612+94.9% | $139,434+21.1% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 21.59% | 106.41%-84.8pp | 591.07%-569.5pp | 372.94%-351.3pp |
| Employer contribution / active EE | $3,181 | $3,263-2.5% | $3,022+5.2% | $4,751-33.1% |
| Participant deferral / active EE | $9,205 | $4,836+90.3% | $4,438+107.4% | $6,710+37.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |