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 | $78,294 | $58,828+33.1% | $77,999+0.4% | $62,891+24.5% |
| Participation rate | 64.0% | 71.1%-7.1pp | 75.5%-11.5pp | 69.3%-5.3pp |
| Annual return | 8.47% | 17.16%-8.7pp | 425.96%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,240 | $1,672-25.8% | $2,470-49.8% | $2,281-45.6% |
| Participant deferral / active EE | $3,114 | $2,686+15.9% | $3,497-11.0% | $3,203-2.8% |
| Admin fee / account holder | $147 | $4,393-96.7% | $5,480-97.3% | $4,296-96.6% |