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 | $121,172 | $67,411+79.8% | $91,001+33.2% | $70,131+72.8% |
| Participation rate | 62.5% | 71.4%-8.9pp | 75.6%-13.1pp | 69.5%-7.0pp |
| Annual return | 21.23% | -40.16%+61.4pp | 4.60%+16.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,552 | $1,786-13.1% | $2,456-36.8% | $2,342-33.7% |
| Participant deferral / active EE | $3,298 | $2,823+16.8% | $3,547-7.0% | $3,332-1.0% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |