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 | $118,883 | $57,016+108.5% | $84,966+39.9% | $80,856+47.0% |
| Participation rate | 34.9% | 56.3%-21.4pp | 67.5%-32.6pp | 67.6%-32.7pp |
| Annual return | 14.45% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,121 | $1,798-37.7% | $2,727-58.9% | $2,755-59.3% |
| Participant deferral / active EE | $2,254 | $3,110-27.5% | $4,519-50.1% | $4,296-47.5% |
| Admin fee / account holder | $177 | $4,980-96.5% | $6,149-97.1% | $6,918-97.4% |