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 9-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 | $98,905 | $74,888+32.1% | $71,209+38.9% | $142,382-30.5% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.8%-12.6pp | 80.1%-19.0pp |
| Annual return | 16.56% | 345.14%-328.6pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,774 | $2,854-37.8% | $2,721-34.8% | $4,299-58.7% |
| Participant deferral / active EE | $4,920 | $4,454+10.4% | $4,175+17.8% | $6,507-24.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |