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 9-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 | $111,519 | $67,606+65.0% | $82,313+35.5% | $70,131+59.0% |
| Participation rate | 36.5% | 72.8%-36.2pp | 76.9%-40.4pp | 69.5%-33.0pp |
| Annual return | 25.30% | 21.57%+3.7pp | 25.88%-0.6pp | 73.14%-47.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,775 | $2,987+26.4% | $3,706+1.9% | $3,332+13.3% |
| Admin fee / account holder | $262 | $4,512-94.2% | $5,608-95.3% | $4,645-94.4% |