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 7-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 | $234,473 | $167,484+40.0% | $151,611+54.7% | $134,475+74.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.02% | 7.80%-21.8pp | 3.33%-17.3pp | 417.96%-432.0pp |
| Employer contribution / active EE | $5,072 | $6,829-25.7% | $6,166-17.7% | $4,740+7.0% |
| Participant deferral / active EE | $15,489 | $8,986+72.4% | $8,363+85.2% | $6,400+142.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |