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 | $163,101+9.3% | $136,749+30.3% | $142,382+25.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 19.40% | 27.54%-8.1pp | 24.33%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,600 | $4,117+11.7% | $3,400+35.3% | $4,299+7.0% |
| Participant deferral / active EE | $15,667 | $5,585+180.5% | $4,692+233.9% | $6,507+140.8% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |