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 | $109,751 | $80,673+36.0% | $101,326+8.3% | $84,808+29.4% |
| Participation rate | 43.5% | 77.8%-34.3pp | 81.5%-38.0pp | 68.3%-24.8pp |
| Annual return | 20.27% | 38.95%-18.7pp | 36.82%-16.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,110 | $2,698-21.8% | $3,665-42.4% | $2,631-19.8% |
| Participant deferral / active EE | $4,091 | $6,840-40.2% | $7,994-48.8% | $4,212-2.9% |
| Admin fee / account holder | $7 | $12,784-99.9% | $11,185-99.9% | $7,344-99.9% |