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 | $112,729+74.4% | $98,716+99.1% | $137,256+43.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 18.13% | 38.48%-20.4pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,458 | $2,725-9.8% | $2,279+7.9% | $4,156-40.9% |
| Participant deferral / active EE | $6,128 | $4,640+32.1% | $4,048+51.4% | $6,407-4.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |