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 | $114,092 | $65,041+75.4% | $90,951+25.4% | $79,858+42.9% |
| Participation rate | 38.5% | 61.6%-23.1pp | 69.0%-30.5pp | 69.6%-31.2pp |
| Annual return | 15.46% | 30.45%-15.0pp | 134.60%-119.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,168 | $1,247-6.3% | $2,122-44.9% | $2,471-52.7% |
| Participant deferral / active EE | $2,284 | $2,512-9.1% | $3,373-32.3% | $3,740-38.9% |
| Admin fee / account holder | $7 | $4,536-99.8% | $5,959-99.9% | $5,306-99.9% |