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 | $171,298 | $107,334+59.6% | $92,893+84.4% | $152,861+12.1% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 41.69% | 145.58%-103.9pp | 109.41%-67.7pp | 345.32%-303.6pp |
| Employer contribution / active EE | $981 | $4,221-76.8% | $3,653-73.1% | $4,762-79.4% |
| Participant deferral / active EE | $2,966 | $4,845-38.8% | $4,236-30.0% | $5,850-49.3% |
| Admin fee / account holder | $94 | $7,079-98.7% | $5,794-98.4% | $11,596-99.2% |