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 | $108,837 | $37,426+190.8% | $77,482+40.5% | $79,858+36.3% |
| Participation rate | 30.0% | 41.5%-11.5pp | 54.2%-24.2pp | 69.6%-39.6pp |
| Annual return | 28.90% | 39.70%-10.8pp | 54.79%-25.9pp | 31.71%-2.8pp |
| Employer contribution / active EE | $376 | $637-41.0% | $986-61.9% | $2,471-84.8% |
| Participant deferral / active EE | $2,151 | $1,260+70.7% | $1,861+15.6% | $3,740-42.5% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |