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 | $110,415 | $99,341+11.1% | $84,750+30.3% | $273,961-59.7% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 12.06% | 22.93%-10.9pp | 22.78%-10.7pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,152 | $4,214-72.7% | $3,574-67.8% | $4,869-76.3% |
| Participant deferral / active EE | $9,322 | $4,269+118.3% | $3,712+151.1% | $5,287+76.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |