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 | $109,881+79.1% | $150,045+31.1% | $84,808+132.0% |
| Participation rate | 36.8% | 76.1%-39.2pp | 82.3%-45.5pp | 68.3%-31.5pp |
| Annual return | 15.51% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,082 | $3,561-41.5% | $4,693-55.6% | $2,631-20.9% |
| Participant deferral / active EE | $5,117 | $6,636-22.9% | $7,997-36.0% | $4,212+21.5% |
| Admin fee / account holder | $262 | $8,568-96.9% | $13,435-98.0% | $7,344-96.4% |