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 | $114,522 | $97,125+17.9% | $86,233+32.8% | $137,256-16.6% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.0%-34.0pp | 80.0%-45.0pp |
| Annual return | 14.32% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,580 | $2,841-44.4% | $2,504-36.9% | $4,156-62.0% |
| Participant deferral / active EE | $3,274 | $5,180-36.8% | $4,559-28.2% | $6,407-48.9% |
| Admin fee / account holder | $212 | $9,725-97.8% | $8,342-97.5% | $12,270-98.3% |