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 | $110,832 | $54,541+103.2% | $78,778+40.7% | $70,131+58.0% |
| Participation rate | 41.8% | 60.8%-19.0pp | 69.2%-27.4pp | 69.5%-27.7pp |
| Annual return | 22.64% | 21.07%+1.6pp | 35.62%-13.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $1,050 | $1,089-3.5% | $1,986-47.1% | $2,342-55.2% |
| Participant deferral / active EE | $1,912 | $2,210-13.5% | $2,958-35.4% | $3,332-42.6% |
| Admin fee / account holder | $7 | $3,709-99.8% | $5,134-99.9% | $4,645-99.8% |