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 | $185,953 | $183,963+1.1% | $162,163+14.7% | $152,861+21.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 17.78% | 150.76%-133.0pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,443 | $6,371-77.4% | $5,614-74.3% | $4,762-69.7% |
| Participant deferral / active EE | $8,000 | $8,034-0.4% | $7,298+9.6% | $5,850+36.7% |
| Admin fee / account holder | $34 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |