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 | $119,559 | $81,460+46.8% | $103,333+15.7% | $80,856+47.9% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 10.51% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,365 | $3,105-56.0% | $3,868-64.7% | $2,755-50.5% |
| Participant deferral / active EE | $4,240 | $3,869+9.6% | $5,057-16.2% | $4,296-1.3% |
| Admin fee / account holder | $8 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |