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 | $189,625 | $102,245+85.5% | $89,340+112.2% | $137,256+38.2% |
| Participation rate | 68.2% | 74.9%-6.7pp | 69.6%-1.4pp | 80.0%-11.8pp |
| Annual return | 18.26% | 21.89%-3.6pp | 20.57%-2.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,544 | $2,529-39.0% | $2,231-30.8% | $4,156-62.9% |
| Participant deferral / active EE | $3,302 | $4,436-25.6% | $3,823-13.6% | $6,407-48.5% |
| Admin fee / account holder | $20 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |