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 | $112,591 | $209,336-46.2% | $197,124-42.9% | $137,256-18.0% |
| Participation rate | 58.3% | 87.3%-29.0pp | 86.7%-28.4pp | 80.0%-21.6pp |
| Annual return | 19.55% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,595 | $6,591-75.8% | $6,227-74.4% | $4,156-61.6% |
| Participant deferral / active EE | $6,426 | $9,614-33.2% | $9,135-29.7% | $6,407+0.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |