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 10-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 | $131,954 | $94,338+39.9% | $100,534+31.3% | $142,382-7.3% |
| Participation rate | 55.6% | 81.7%-26.2pp | 80.6%-25.1pp | 80.1%-24.6pp |
| Annual return | 18.80% | 29.20%-10.4pp | 32.66%-13.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,663 | $4,237-60.7% | $4,346-61.7% | $4,299-61.3% |
| Participant deferral / active EE | $4,750 | $5,934-20.0% | $6,144-22.7% | $6,507-27.0% |
| Admin fee / account holder | $20 | $8,421-99.8% | $7,654-99.7% | $12,624-99.8% |