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 | $165,868 | $159,602+3.9% | $150,045+10.5% | $142,382+16.5% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 21.94% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $5,687 | $4,961+14.6% | $4,693+21.2% | $4,299+32.3% |
| Participant deferral / active EE | $7,833 | $8,310-5.7% | $7,997-2.0% | $6,507+20.4% |
| Admin fee / account holder | $12 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |