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 | $89,673 | $53,127+68.8% | $86,590+3.6% | $70,131+27.9% |
| Participation rate | 28.0% | 65.3%-37.3pp | 73.5%-45.5pp | 69.5%-41.5pp |
| Annual return | 16.15% | 27.66%-11.5pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $523 | $2,068-74.7% | $2,839-81.6% | $2,342-77.7% |
| Participant deferral / active EE | $1,018 | $2,696-62.2% | $3,609-71.8% | $3,332-69.4% |
| Admin fee / account holder | $291 | $3,585-91.9% | $4,906-94.1% | $4,645-93.7% |