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 | $26,059 | $110,257-76.4% | $96,544-73.0% | $139,434-81.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 22.70% | 26.32%-3.6pp | 25.84%-3.1pp | 372.94%-350.2pp |
| Employer contribution / active EE | $3,914 | $3,620+8.1% | $2,965+32.0% | $4,751-17.6% |
| Participant deferral / active EE | $9,275 | $5,548+67.2% | $4,851+91.2% | $6,710+38.2% |
| Admin fee / account holder | $44 | $11,591-99.6% | $8,252-99.5% | $11,403-99.6% |