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 | $185,422 | $115,770+60.2% | $101,248+83.1% | $158,922+16.7% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 15.60% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,006 | $4,175-28.0% | $3,660-17.9% | $4,761-36.9% |
| Participant deferral / active EE | $4,315 | $4,957-13.0% | $4,370-1.3% | $5,982-27.9% |
| Admin fee / account holder | $12 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |