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 | $86,344 | $202,432-57.3% | $169,368-49.0% | $139,434-38.1% |
| Participation rate | 57.1% | 81.1%-23.9pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 18.40% | 531.74%-513.3pp | 405.60%-387.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,732 | $4,692-63.1% | $4,013-56.8% | $4,751-63.5% |
| Participant deferral / active EE | $7,454 | $6,938+7.4% | $6,221+19.8% | $6,710+11.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |