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 | $144,110 | $91,037+58.3% | $71,671+101.1% | $147,584-2.4% |
| Participation rate | 37.5% | 76.1%-38.6pp | 68.7%-31.2pp | 82.8%-45.3pp |
| Annual return | 19.40% | 20.48%-1.1pp | 20.65%-1.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $947 | $3,327-71.5% | $2,460-61.5% | $4,876-80.6% |
| Participant deferral / active EE | $6,198 | $4,498+37.8% | $3,438+80.3% | $5,439+14.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |