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 | $163,390 | $54,705+198.7% | $71,209+129.5% | $84,808+92.7% |
| Participation rate | 37.1% | 64.1%-26.9pp | 73.8%-36.6pp | 68.3%-31.2pp |
| Annual return | 19.87% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,781 | $2,158+28.9% | $2,721+2.2% | $2,631+5.7% |
| Participant deferral / active EE | $4,769 | $3,030+57.4% | $4,175+14.2% | $4,212+13.2% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |