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 | $196,747 | $106,749+84.3% | $145,433+35.3% | $82,448+138.6% |
| Participation rate | 36.8% | 75.6%-38.8pp | 82.1%-45.3pp | 68.1%-31.2pp |
| Annual return | 15.51% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,082 | $3,444-39.5% | $4,554-54.3% | $2,551-18.4% |
| Participant deferral / active EE | $5,117 | $6,519-21.5% | $7,897-35.2% | $4,139+23.6% |
| Admin fee / account holder | $262 | $8,390-96.9% | $13,129-98.0% | $7,234-96.4% |