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 | $99,133 | $32,037+209.4% | $69,182+43.3% | $62,891+57.6% |
| Participation rate | 10.0% | 43.4%-33.4pp | 55.1%-45.1pp | 69.3%-59.3pp |
| Annual return | 15.55% | 15.16%+0.4pp | -21.93%+37.5pp | 20.14%-4.6pp |
| Employer contribution / active EE | $343 | $679-49.5% | $1,206-71.6% | $2,281-85.0% |
| Participant deferral / active EE | $1,349 | $1,185+13.8% | $1,897-28.9% | $3,203-57.9% |
| Admin fee / account holder | $40 | $2,608-98.5% | $2,697-98.5% | $4,296-99.1% |