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 | $209,336-16.3% | $197,124-11.1% | $137,256+27.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.92% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,815 | $6,591-42.1% | $6,227-38.7% | $4,156-8.2% |
| Participant deferral / active EE | $12,299 | $9,614+27.9% | $9,135+34.6% | $6,407+92.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |