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 | $178,185 | $81,460+118.7% | $103,333+72.4% | $80,856+120.4% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 13.70% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,402 | $3,105+9.5% | $3,868-12.1% | $2,755+23.5% |
| Participant deferral / active EE | $7,905 | $3,869+104.3% | $5,057+56.3% | $4,296+84.0% |
| Admin fee / account holder | $101 | $6,566-98.5% | $8,355-98.8% | $6,918-98.5% |