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 | $125,999 | $56,897+121.5% | $84,750+48.7% | $62,891+100.3% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 10.09% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,710 | $2,400+12.9% | $3,574-24.2% | $2,281+18.8% |
| Participant deferral / active EE | $6,091 | $2,709+124.8% | $3,712+64.1% | $3,203+90.2% |
| Admin fee / account holder | $7 | $3,581-99.8% | $5,332-99.9% | $4,296-99.8% |