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 8-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 | $165,094 | $65,365+152.6% | $92,893+77.7% | $72,985+126.2% |
| Participation rate | 45.2% | 68.3%-23.2pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 28.16% | 42.10%-13.9pp | 109.41%-81.3pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,728 | $2,594-33.4% | $3,653-52.7% | $2,440-29.2% |
| Participant deferral / active EE | $4,357 | $3,128+39.3% | $4,236+2.9% | $3,607+20.8% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |