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 9-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 | $137,674 | $114,381+20.4% | $107,525+28.0% | $142,382-3.3% |
| Participation rate | 45.5% | 78.1%-32.7pp | 75.1%-29.6pp | 80.1%-34.7pp |
| Annual return | 18.50% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,464 | $4,015-13.7% | $3,754-7.7% | $4,299-19.4% |
| Participant deferral / active EE | $7,336 | $5,564+31.8% | $5,116+43.4% | $6,507+12.7% |
| Admin fee / account holder | $167 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |