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 | $153,202 | $110,257+38.9% | $96,544+58.7% | $139,434+9.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 20.63% | 26.32%-5.7pp | 25.84%-5.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,688 | $3,620-53.4% | $2,965-43.1% | $4,751-64.5% |
| Participant deferral / active EE | $7,004 | $5,548+26.3% | $4,851+44.4% | $6,710+4.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |