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 | $227,589 | $87,166+161.1% | $76,735+196.6% | $137,256+65.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 17.49% | 26.50%-9.0pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,882 | $2,904-35.2% | $2,454-23.3% | $4,156-54.7% |
| Participant deferral / active EE | $3,400 | $4,726-28.1% | $4,088-16.8% | $6,407-46.9% |
| Admin fee / account holder | $24 | $8,403-99.7% | $7,189-99.7% | $12,270-99.8% |