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 | $207,232 | $56,897+264.2% | $84,750+144.5% | $62,891+229.5% |
| Participation rate | 42.3% | 68.5%-26.2pp | 76.6%-34.3pp | 69.3%-27.0pp |
| Annual return | 5.15% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,660 | $2,400-30.8% | $3,574-53.6% | $2,281-27.2% |
| Participant deferral / active EE | $4,431 | $2,709+63.6% | $3,712+19.4% | $3,203+38.3% |
| Admin fee / account holder | $107 | $3,581-97.0% | $5,332-98.0% | $4,296-97.5% |