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 | $159,902 | $99,985+59.9% | $146,665+9.0% | $85,850+86.3% |
| Participation rate | 33.3% | 73.1%-39.7pp | 80.1%-46.7pp | 69.3%-36.0pp |
| Annual return | 12.96% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $832 | $2,559-67.5% | $4,136-79.9% | $2,565-67.6% |
| Participant deferral / active EE | $2,650 | $4,006-33.8% | $5,506-51.9% | $3,952-32.9% |
| Admin fee / account holder | $20 | $7,702-99.7% | $10,280-99.8% | $6,260-99.7% |