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 6-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 | $207,060 | $153,772+34.7% | $133,980+54.5% | $273,961-24.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 25.09% | 36.51%-11.4pp | 29.30%-4.2pp | 41.45%-16.4pp |
| Employer contribution / active EE | $3,606 | $6,029-40.2% | $5,211-30.8% | $4,869-25.9% |
| Participant deferral / active EE | $7,168 | $6,958+3.0% | $6,282+14.1% | $5,287+35.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |