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 | $184,195 | $76,407+141.1% | $150,298+22.6% | $82,448+123.4% |
| Participation rate | 40.7% | 66.4%-25.7pp | 77.8%-37.0pp | 68.1%-27.3pp |
| Annual return | 18.05% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,598 | $2,614-38.9% | $4,154-61.5% | $2,551-37.3% |
| Participant deferral / active EE | $3,618 | $3,214+12.6% | $5,453-33.6% | $4,139-12.6% |
| Admin fee / account holder | $276 | $6,352-95.7% | $14,116-98.0% | $7,234-96.2% |