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 | $97,125+72.3% | $86,233+94.1% | $137,256+22.0% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.0%-26.2pp | 80.0%-37.1pp |
| Annual return | 16.88% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,698 | $2,841-5.1% | $2,504+7.7% | $4,156-35.1% |
| Participant deferral / active EE | $5,774 | $5,180+11.5% | $4,559+26.6% | $6,407-9.9% |
| Admin fee / account holder | $128 | $9,725-98.7% | $8,342-98.5% | $12,270-99.0% |