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 | $172,351 | $80,968+112.9% | $96,544+78.5% | $75,163+129.3% |
| Participation rate | 51.7% | 71.8%-20.0pp | 76.0%-24.2pp | 67.2%-15.5pp |
| Annual return | 13.82% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,378 | $2,282-39.6% | $2,965-53.5% | $2,670-48.4% |
| Participant deferral / active EE | $3,524 | $3,928-10.3% | $4,851-27.3% | $4,125-14.6% |
| Admin fee / account holder | $15 | $6,724-99.8% | $8,252-99.8% | $5,651-99.7% |