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 | $88,828 | $45,073+97.1% | $69,455+27.9% | $72,985+21.7% |
| Participation rate | 63.6% | 68.5%-4.9pp | 74.6%-11.0pp | 69.5%-5.8pp |
| Annual return | 23.90% | 22.65%+1.3pp | 28.97%-5.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,401 | $2,054+16.9% | $2,779-13.6% | $2,440-1.6% |
| Participant deferral / active EE | $6,563 | $2,602+152.3% | $3,535+85.6% | $3,607+81.9% |
| Admin fee / account holder | $40 | $3,056-98.7% | $3,839-99.0% | $5,124-99.2% |