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 | $94,429 | $55,706+69.5% | $75,886+24.4% | $72,985+29.4% |
| Participation rate | 24.7% | 61.1%-36.5pp | 69.3%-44.6pp | 69.5%-44.8pp |
| Annual return | 22.96% | 27.59%-4.6pp | 30.76%-7.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $601 | $1,687-64.4% | $2,500-76.0% | $2,440-75.4% |
| Participant deferral / active EE | $1,310 | $2,634-50.2% | $3,603-63.6% | $3,607-63.7% |
| Admin fee / account holder | $211 | $3,978-94.7% | $5,418-96.1% | $5,124-95.9% |