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 | $91,538 | $56,110+63.1% | $94,993-3.6% | $70,131+30.5% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.9%-33.9pp | 69.5%-29.5pp |
| Annual return | 16.68% | 51.02%-34.3pp | 27.12%-10.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,052 | $1,442-27.1% | $2,603-59.6% | $2,342-55.1% |
| Participant deferral / active EE | $3,144 | $2,391+31.5% | $3,317-5.2% | $3,332-5.6% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |