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 | $115,680 | $74,927+54.4% | $101,794+13.6% | $84,808+36.4% |
| Participation rate | 55.6% | 61.4%-5.8pp | 69.2%-13.6pp | 68.3%-12.8pp |
| Annual return | 16.00% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $484 | $1,522-68.2% | $2,289-78.8% | $2,631-81.6% |
| Participant deferral / active EE | $2,847 | $3,099-8.1% | $4,084-30.3% | $4,212-32.4% |
| Admin fee / account holder | $233 | $6,514-96.4% | $8,777-97.3% | $7,344-96.8% |