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 | $99,093 | $56,110+76.6% | $94,993+4.3% | $70,131+41.3% |
| Participation rate | 40.8% | 65.0%-24.2pp | 73.9%-33.1pp | 69.5%-28.7pp |
| Annual return | 16.30% | 51.02%-34.7pp | 27.12%-10.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $843 | $1,442-41.5% | $2,603-67.6% | $2,342-64.0% |
| Participant deferral / active EE | $1,410 | $2,391-41.0% | $3,317-57.5% | $3,332-57.7% |
| Admin fee / account holder | $79 | $3,456-97.7% | $4,960-98.4% | $4,645-98.3% |