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 | $140,440 | $105,931+32.6% | $81,930+71.4% | $158,922-11.6% |
| Participation rate | 68.2% | 75.6%-7.4pp | 72.0%-3.8pp | 82.0%-13.8pp |
| Annual return | 30.62% | 38.17%-7.6pp | 29.49%+1.1pp | 302.83%-272.2pp |
| Employer contribution / active EE | $1,387 | $7,800-82.2% | $4,310-67.8% | $4,761-70.9% |
| Participant deferral / active EE | $2,666 | $13,003-79.5% | $7,107-62.5% | $5,982-55.4% |
| Admin fee / account holder | $120 | $8,489-98.6% | $5,158-97.7% | $11,246-98.9% |