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 8-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 | $110,457 | $165,335-33.2% | $149,696-26.2% | $158,922-30.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.66% | 348.15%-324.5pp | 276.60%-252.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $5,700 | $5,103+11.7% | $4,644+22.7% | $4,761+19.7% |
| Participant deferral / active EE | $9,750 | $7,181+35.8% | $6,842+42.5% | $5,982+63.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |