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 | $231,220 | $135,952+70.1% | $123,892+86.6% | $273,961-15.6% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 15.18% | 56.63%-41.4pp | 47.52%-32.3pp | 41.45%-26.3pp |
| Employer contribution / active EE | $969 | $5,170-81.3% | $4,617-79.0% | $4,869-80.1% |
| Participant deferral / active EE | $4,658 | $6,343-26.6% | $5,984-22.2% | $5,287-11.9% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |