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 10-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 | $140,769 | $112,729+24.9% | $98,716+42.6% | $137,256+2.6% |
| Participation rate | 64.7% | 74.2%-9.5pp | 69.3%-4.6pp | 80.0%-15.3pp |
| Annual return | 16.21% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,747 | $2,725+0.8% | $2,279+20.6% | $4,156-33.9% |
| Participant deferral / active EE | $9,190 | $4,640+98.1% | $4,048+127.0% | $6,407+43.4% |
| Admin fee / account holder | $13 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |