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 | $131,968 | $228,332-42.2% | $185,823-29.0% | $158,922-17.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 22.03% | 40.80%-18.8pp | 35.95%-13.9pp | 302.83%-280.8pp |
| Employer contribution / active EE | $3,483 | $4,967-29.9% | $4,087-14.8% | $4,761-26.9% |
| Participant deferral / active EE | $13,540 | $6,415+111.1% | $5,632+140.4% | $5,982+126.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |