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 | $134,112 | $127,264+5.4% | $109,895+22.0% | $167,490-19.9% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 17.66% | 22.97%-5.3pp | 29.45%-11.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,990 | $3,322-40.1% | $2,842-30.0% | $4,837-58.9% |
| Participant deferral / active EE | $6,500 | $4,514+44.0% | $4,048+60.6% | $6,341+2.5% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |