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 | $80,774 | $96,484-16.3% | $75,886+6.4% | $152,861-47.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.4%-19.9pp |
| Annual return | 17.63% | 33.98%-16.4pp | 30.76%-13.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $11,284 | $3,309+241.0% | $2,500+351.3% | $4,762+136.9% |
| Participant deferral / active EE | $4,938 | $4,553+8.4% | $3,603+37.0% | $5,850-15.6% |
| Admin fee / account holder | $15 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |