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 | $178,220 | $161,352+10.5% | $134,172+32.8% | $137,256+29.8% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 19.40% | 28.72%-9.3pp | 25.30%-5.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,600 | $4,099+12.2% | $3,420+34.5% | $4,156+10.7% |
| Participant deferral / active EE | $15,667 | $5,552+182.2% | $4,690+234.0% | $6,407+144.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |