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 | $61,550 | $132,634-53.6% | $115,768-46.8% | $137,256-55.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 18.57% | 160.70%-142.1pp | 100.46%-81.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,085 | $3,360+81.1% | $2,940+107.0% | $4,156+46.4% |
| Participant deferral / active EE | $8,063 | $5,619+43.5% | $4,917+64.0% | $6,407+25.9% |
| Admin fee / account holder | $253 | $15,028-98.3% | $12,439-98.0% | $12,270-97.9% |