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 | $130,591 | $81,947+59.4% | $105,387+23.9% | $72,985+78.9% |
| Participation rate | 55.2% | 76.5%-21.4pp | 82.6%-27.4pp | 69.5%-14.3pp |
| Annual return | 22.53% | 42.90%-20.4pp | 26.82%-4.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,589 | $3,468-54.2% | $4,213-62.3% | $2,440-34.9% |
| Participant deferral / active EE | $2,714 | $4,494-39.6% | $5,502-50.7% | $3,607-24.8% |
| Admin fee / account holder | $259 | $6,258-95.9% | $6,559-96.0% | $5,124-94.9% |