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 | $196,559 | $117,983+66.6% | $101,794+93.1% | $142,382+38.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 18.13% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,458 | $2,773-11.4% | $2,289+7.4% | $4,299-42.8% |
| Participant deferral / active EE | $6,128 | $4,714+30.0% | $4,084+50.0% | $6,507-5.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |