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 | $116,940 | $57,057+105.0% | $85,009+37.6% | $80,874+44.6% |
| Participation rate | 24.5% | 56.4%-31.8pp | 67.5%-43.0pp | 67.6%-43.1pp |
| Annual return | 23.09% | 21.66%+1.4pp | 66.47%-43.4pp | 35.62%-12.5pp |
| Employer contribution / active EE | $888 | $1,799-50.6% | $2,728-67.5% | $2,756-67.8% |
| Participant deferral / active EE | $1,325 | $3,112-57.4% | $4,522-70.7% | $4,297-69.2% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |