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 4-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 | $133,974 | $102,245+31.0% | $89,340+50.0% | $137,256-2.4% |
| Participation rate | 11.1% | 74.9%-63.8pp | 69.6%-58.5pp | 80.0%-68.8pp |
| Annual return | 20.79% | 21.89%-1.1pp | 20.57%+0.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $491 | $2,529-80.6% | $2,231-78.0% | $4,156-88.2% |
| Participant deferral / active EE | $2,611 | $4,436-41.1% | $3,823-31.7% | $6,407-59.2% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |