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 | $119,844 | $40,256+197.7% | $57,343+109.0% | $59,632+101.0% |
| Participation rate | 54.3% | 69.2%-14.9pp | 75.1%-20.8pp | 68.7%-14.4pp |
| Annual return | 1.54% | 27.49%-26.0pp | 24.39%-22.9pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,666 | $1,922-13.3% | $2,689-38.0% | $2,203-24.4% |
| Participant deferral / active EE | $4,708 | $2,399+96.2% | $3,162+48.9% | $3,192+47.5% |
| Admin fee / account holder | $171 | $2,818-93.9% | $3,356-94.9% | $4,297-96.0% |