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 | $118,438 | $87,166+35.9% | $76,735+54.3% | $137,256-13.7% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.5%-32.0pp | 80.0%-42.5pp |
| Annual return | 17.95% | 26.50%-8.5pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,342 | $2,904-53.8% | $2,454-45.3% | $4,156-67.7% |
| Participant deferral / active EE | $4,655 | $4,726-1.5% | $4,088+13.9% | $6,407-27.4% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |