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 | $98,856 | $37,426+164.1% | $77,482+27.6% | $79,858+23.8% |
| Participation rate | 15.1% | 41.5%-26.5pp | 54.2%-39.1pp | 69.6%-54.6pp |
| Annual return | 16.65% | 39.70%-23.0pp | 54.79%-38.1pp | 31.71%-15.1pp |
| Employer contribution / active EE | $188 | $637-70.5% | $986-81.0% | $2,471-92.4% |
| Participant deferral / active EE | $780 | $1,260-38.1% | $1,861-58.1% | $3,740-79.1% |
| Admin fee / account holder | $266 | $2,504-89.4% | $2,858-90.7% | $5,306-95.0% |