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 | $167,390 | $100,773+66.1% | $88,946+88.2% | $142,382+17.6% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 16.88% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,698 | $2,918-7.5% | $2,555+5.6% | $4,299-37.2% |
| Participant deferral / active EE | $5,774 | $5,230+10.4% | $4,581+26.0% | $6,507-11.3% |
| Admin fee / account holder | $128 | $9,693-98.7% | $8,261-98.4% | $12,624-99.0% |