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 | $146,634 | $114,381+28.2% | $107,525+36.4% | $142,382+3.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 28.81% | 242.71%-213.9pp | 181.32%-152.5pp | 217.08%-188.3pp |
| Employer contribution / active EE | $3,386 | $4,015-15.7% | $3,754-9.8% | $4,299-21.2% |
| Participant deferral / active EE | $6,222 | $5,564+11.8% | $5,116+21.6% | $6,507-4.4% |
| Admin fee / account holder | $3 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |