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 8-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 | $127,745 | $107,334+19.0% | $92,893+37.5% | $152,861-16.4% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 24.88% | 145.58%-120.7pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,023 | $4,221-52.1% | $3,653-44.6% | $4,762-57.5% |
| Participant deferral / active EE | $5,764 | $4,845+19.0% | $4,236+36.1% | $5,850-1.5% |
| Admin fee / account holder | $112 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |