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 | $93,138 | $63,355+47.0% | $91,989+1.2% | $72,985+27.6% |
| Participation rate | 33.3% | 72.5%-39.2pp | 78.6%-45.3pp | 69.5%-36.2pp |
| Annual return | 23.90% | 35.35%-11.4pp | 69.02%-45.1pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,621 | $4,883-5.4% | $5,923-22.0% | $3,607+28.1% |
| Admin fee / account holder | $9 | $4,668-99.8% | $7,743-99.9% | $5,124-99.8% |