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 | $190,510 | $69,977+172.2% | $108,579+75.5% | $62,891+202.9% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 8.51% | 10.73%-2.2pp | -51.70%+60.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,513 | $2,135-29.1% | $3,758-59.7% | $2,281-33.7% |
| Participant deferral / active EE | $4,152 | $3,165+31.2% | $4,311-3.7% | $3,203+29.6% |
| Admin fee / account holder | $181 | $5,076-96.4% | $7,645-97.6% | $4,296-95.8% |