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 | $133,788 | $100,773+32.8% | $88,946+50.4% | $142,382-6.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 19.69% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,014 | $2,918-31.0% | $2,555-21.2% | $4,299-53.2% |
| Participant deferral / active EE | $9,514 | $5,230+81.9% | $4,581+107.7% | $6,507+46.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |