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 | $133,922-54.0% | $116,228-47.0% | $142,382-56.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 18.57% | 147.76%-129.2pp | 90.06%-71.5pp | 217.08%-198.5pp |
| Employer contribution / active EE | $6,085 | $3,446+76.6% | $2,994+103.2% | $4,299+41.5% |
| Participant deferral / active EE | $8,063 | $5,672+42.2% | $4,953+62.8% | $6,507+23.9% |
| Admin fee / account holder | $253 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |