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 7-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 | $60,841 | $140,940-56.8% | $112,229-45.8% | $139,434-56.4% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 21.78% | 32.71%-10.9pp | 30.20%-8.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,207 | $4,283-25.1% | $3,430-6.5% | $4,751-32.5% |
| Participant deferral / active EE | $9,120 | $5,874+55.3% | $4,798+90.1% | $6,710+35.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |