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 6-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 | $81,071 | $39,122+107.2% | $57,179+41.8% | $62,891+28.9% |
| Participation rate | 37.0% | 70.5%-33.5pp | 75.3%-38.3pp | 69.3%-32.3pp |
| Annual return | 11.92% | 9.23%+2.7pp | 14.59%-2.7pp | 20.14%-8.2pp |
| Employer contribution / active EE | $2,065 | $1,874+10.2% | $2,682-23.0% | $2,281-9.5% |
| Participant deferral / active EE | $4,201 | $2,374+77.0% | $3,096+35.7% | $3,203+31.2% |
| Admin fee / account holder | $91 | $2,592-96.5% | $3,139-97.1% | $4,296-97.9% |