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 5-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 | $170,900 | $111,754+52.9% | $103,333+65.4% | $145,922+17.1% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 14.03% | 24.77%-10.7pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,578 | $4,212-38.8% | $3,868-33.3% | $4,660-44.7% |
| Participant deferral / active EE | $8,605 | $5,619+53.2% | $5,057+70.2% | $6,688+28.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |