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 | $176,900 | $111,754+58.3% | $103,333+71.2% | $145,922+21.2% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 15.23% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $10,307 | $4,212+144.7% | $3,868+166.5% | $4,660+121.2% |
| Participant deferral / active EE | $6,741 | $5,619+20.0% | $5,057+33.3% | $6,688+0.8% |
| Admin fee / account holder | $146 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |