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 | $119,571 | $58,512+104.4% | $84,015+42.3% | $72,985+63.8% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 17.51% | 28.93%-11.4pp | 71.31%-53.8pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,193 | $1,163+2.6% | $1,983-39.8% | $2,440-51.1% |
| Participant deferral / active EE | $3,492 | $2,394+45.9% | $3,239+7.8% | $3,607-3.2% |
| Admin fee / account holder | $121 | $4,569-97.4% | $6,101-98.0% | $5,124-97.6% |