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 | $174,602 | $109,413+59.6% | $156,263+11.7% | $84,808+105.9% |
| Participation rate | 59.3% | 72.7%-13.4pp | 78.9%-19.6pp | 68.3%-9.1pp |
| Annual return | 17.91% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,594 | $2,907-45.2% | $4,333-63.2% | $2,631-39.4% |
| Participant deferral / active EE | $3,705 | $4,590-19.3% | $6,158-39.8% | $4,212-12.0% |
| Admin fee / account holder | $290 | $9,357-96.9% | $14,255-98.0% | $7,344-96.1% |