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 | $69,315 | $93,571-25.9% | $135,903-49.0% | $75,163-7.8% |
| Participation rate | 69.4% | 75.2%-5.8pp | 81.9%-12.5pp | 67.2%+2.2pp |
| Annual return | 63.70% | 30.90%+32.8pp | 68.23%-4.5pp | 160.62%-96.9pp |
| Employer contribution / active EE | $6,615 | $3,537+87.0% | $4,856+36.2% | $2,670+147.8% |
| Participant deferral / active EE | $10,633 | $6,404+66.0% | $7,758+37.1% | $4,125+157.8% |
| Admin fee / account holder | $16 | $6,975-99.8% | $10,762-99.8% | $5,651-99.7% |