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 | $118,223 | $98,750+19.7% | $149,696-21.0% | $79,858+48.0% |
| Participation rate | 28.9% | 75.8%-46.8pp | 82.5%-53.5pp | 69.6%-40.7pp |
| Annual return | 13.80% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,232 | $3,216-61.7% | $4,644-73.5% | $2,471-50.1% |
| Participant deferral / active EE | $2,728 | $5,680-52.0% | $6,842-60.1% | $3,740-27.0% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |