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 8-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 | $165,424 | $100,773+64.2% | $88,946+86.0% | $142,382+16.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 20.22% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,866 | $2,918-36.0% | $2,555-27.0% | $4,299-56.6% |
| Participant deferral / active EE | $3,699 | $5,230-29.3% | $4,581-19.3% | $6,507-43.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |