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 | $80,062 | $96,484-17.0% | $75,886+5.5% | $152,861-47.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 25.36% | 33.98%-8.6pp | 30.76%-5.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,279 | $3,309-31.1% | $2,500-8.8% | $4,762-52.1% |
| Participant deferral / active EE | $15,883 | $4,553+248.9% | $3,603+340.8% | $5,850+171.5% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |