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 | $207,947 | $117,841+76.5% | $102,423+103.0% | $145,922+42.5% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 21.03% | 31.65%-10.6pp | 29.32%-8.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,646 | $3,615-54.5% | $3,023-45.6% | $4,660-64.7% |
| Participant deferral / active EE | $6,799 | $5,731+18.6% | $5,053+34.6% | $6,688+1.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |