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 | $145,066 | $117,983+23.0% | $101,794+42.5% | $142,382+1.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 16.26% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $578 | $2,773-79.2% | $2,289-74.7% | $4,299-86.6% |
| Participant deferral / active EE | $6,107 | $4,714+29.6% | $4,084+49.5% | $6,507-6.2% |
| Admin fee / account holder | $202 | $10,433-98.1% | $8,777-97.7% | $12,624-98.4% |