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 | $188,405 | $110,257+70.9% | $96,544+95.2% | $139,434+35.1% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 16.53% | 26.32%-9.8pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,877 | $3,620-48.2% | $2,965-36.7% | $4,751-60.5% |
| Participant deferral / active EE | $3,688 | $5,548-33.5% | $4,851-24.0% | $6,710-45.0% |
| Admin fee / account holder | $55 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |