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 6-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 | $68,025 | $217,402-68.7% | $185,823-63.4% | $167,490-59.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 21.99% | 148.36%-126.4pp | 122.05%-100.1pp | 478.56%-456.6pp |
| Employer contribution / active EE | $8,164 | $5,873+39.0% | $5,167+58.0% | $4,837+68.8% |
| Participant deferral / active EE | $9,224 | $6,356+45.1% | $5,568+65.7% | $6,341+45.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |