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 | $136,615 | $104,251+31.0% | $91,001+50.1% | $147,584-7.4% |
| Participation rate | 30.8% | 78.2%-47.5pp | 75.6%-44.8pp | 82.8%-52.1pp |
| Annual return | 20.44% | 27.06%-6.6pp | 4.60%+15.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,408 | $3,116-54.8% | $2,456-42.7% | $4,876-71.1% |
| Participant deferral / active EE | $4,320 | $4,195+3.0% | $3,547+21.8% | $5,439-20.6% |
| Admin fee / account holder | $133 | $8,948-98.5% | $5,417-97.5% | $10,885-98.8% |