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 | $138,736 | $114,381+21.3% | $107,525+29.0% | $142,382-2.6% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 23.75% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,228 | $4,015+5.3% | $3,754+12.6% | $4,299-1.6% |
| Participant deferral / active EE | $5,310 | $5,564-4.6% | $5,116+3.8% | $6,507-18.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |