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 | $220,661 | $57,354+284.7% | $83,848+163.2% | $64,186+243.8% |
| Participation rate | 65.4% | 68.6%-3.2pp | 76.1%-10.8pp | 69.6%-4.2pp |
| Annual return | -7.42% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,076 | $2,545-57.7% | $3,631-70.4% | $2,381-54.8% |
| Participant deferral / active EE | $6,446 | $2,993+115.4% | $4,082+57.9% | $3,470+85.8% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |