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 | $146,172 | $81,460+79.4% | $103,333+41.5% | $80,856+80.8% |
| Participation rate | 35.7% | 66.8%-31.1pp | 74.5%-38.8pp | 67.6%-31.9pp |
| Annual return | 14.92% | 25.55%-10.6pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,381 | $3,105-55.5% | $3,868-64.3% | $2,755-49.9% |
| Participant deferral / active EE | $3,656 | $3,869-5.5% | $5,057-27.7% | $4,296-14.9% |
| Admin fee / account holder | $54 | $6,566-99.2% | $8,355-99.4% | $6,918-99.2% |