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 4-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 | $200,885 | $154,228+30.3% | $145,433+38.1% | $137,256+46.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.77% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,689 | $4,804-23.2% | $4,554-19.0% | $4,156-11.2% |
| Participant deferral / active EE | $13,887 | $8,216+69.0% | $7,897+75.8% | $6,407+116.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |