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 | $111,535+23.4% | $105,223+30.8% | $137,256+0.3% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 18.50% | 237.85%-219.4pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,464 | $3,939-12.1% | $3,689-6.1% | $4,156-16.6% |
| Participant deferral / active EE | $7,336 | $5,500+33.4% | $5,072+44.6% | $6,407+14.5% |
| Admin fee / account holder | $167 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |