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 | $116,999 | $63,764+83.5% | $81,930+42.8% | $79,858+46.5% |
| Participation rate | 53.1% | 67.5%-14.4pp | 72.0%-18.9pp | 69.6%-16.5pp |
| Annual return | 16.07% | 22.66%-6.6pp | 29.49%-13.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,624 | $1,795-9.6% | $4,310-62.3% | $2,471-34.3% |
| Participant deferral / active EE | $2,060 | $2,780-25.9% | $7,107-71.0% | $3,740-44.9% |
| Admin fee / account holder | $95 | $4,426-97.8% | $5,158-98.2% | $5,306-98.2% |