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 8-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 | $175,214 | $214,378-18.3% | $200,582-12.6% | $142,382+23.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 19.92% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,815 | $6,841-44.2% | $6,419-40.6% | $4,299-11.3% |
| Participant deferral / active EE | $12,299 | $9,865+24.7% | $9,331+31.8% | $6,507+89.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |