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 | $128,341 | $104,251+23.1% | $91,001+41.0% | $147,584-13.0% |
| Participation rate | 23.5% | 78.2%-54.7pp | 75.6%-52.1pp | 82.8%-59.3pp |
| Annual return | 17.78% | 27.06%-9.3pp | 4.60%+13.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $609 | $3,116-80.5% | $2,456-75.2% | $4,876-87.5% |
| Participant deferral / active EE | $2,458 | $4,195-41.4% | $3,547-30.7% | $5,439-54.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |