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 | $108,567 | $60,349+79.9% | $74,183+46.4% | $62,891+72.6% |
| Participation rate | 65.1% | 72.7%-7.6pp | 76.6%-11.5pp | 69.3%-4.2pp |
| Annual return | 12.29% | 21.37%-9.1pp | 17.74%-5.4pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,278 | $1,680-24.0% | $2,370-46.1% | $2,281-44.0% |
| Participant deferral / active EE | $6,413 | $2,856+124.6% | $3,550+80.7% | $3,203+100.2% |
| Admin fee / account holder | $63 | $4,261-98.5% | $5,586-98.9% | $4,296-98.5% |