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 | $193,813 | $111,301+74.1% | $112,977+71.6% | $158,922+22.0% |
| Participation rate | 45.5% | 83.5%-38.1pp | 82.6%-37.1pp | 82.0%-36.5pp |
| Annual return | 25.98% | 26.40%-0.4pp | 24.24%+1.7pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,492 | $4,471-66.6% | $4,255-64.9% | $4,761-68.7% |
| Participant deferral / active EE | $3,467 | $5,880-41.0% | $5,836-40.6% | $5,982-42.0% |
| Admin fee / account holder | $1 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |