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 | $104,468 | $58,512+78.5% | $84,015+24.3% | $72,985+43.1% |
| Participation rate | 57.7% | 61.2%-3.5pp | 69.0%-11.3pp | 69.5%-11.8pp |
| Annual return | 23.39% | 28.93%-5.5pp | 71.31%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $372 | $1,163-68.0% | $1,983-81.2% | $2,440-84.7% |
| Participant deferral / active EE | $3,200 | $2,394+33.7% | $3,239-1.2% | $3,607-11.3% |
| Admin fee / account holder | $99 | $4,569-97.8% | $6,101-98.4% | $5,124-98.1% |