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 | $174,343 | $80,717+116.0% | $154,803+12.6% | $84,808+105.6% |
| Participation rate | 51.3% | 66.8%-15.5pp | 78.1%-26.8pp | 68.3%-17.0pp |
| Annual return | 20.62% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,732 | $2,761-1.1% | $4,305-36.6% | $2,631+3.8% |
| Participant deferral / active EE | $4,431 | $3,303+34.1% | $5,540-20.0% | $4,212+5.2% |
| Admin fee / account holder | $32 | $6,746-99.5% | $14,329-99.8% | $7,344-99.6% |