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 | $93,859 | $58,828+59.5% | $77,999+20.3% | $62,891+49.2% |
| Participation rate | 66.7% | 71.1%-4.4pp | 75.5%-8.9pp | 69.3%-2.6pp |
| Annual return | 11.60% | 17.16%-5.6pp | 425.96%-414.4pp | 20.14%-8.5pp |
| Employer contribution / active EE | $1,832 | $1,672+9.6% | $2,470-25.8% | $2,281-19.7% |
| Participant deferral / active EE | $3,815 | $2,686+42.0% | $3,497+9.1% | $3,203+19.1% |
| Admin fee / account holder | $297 | $4,393-93.2% | $5,480-94.6% | $4,296-93.1% |