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 | $109,194 | $37,426+191.8% | $77,482+40.9% | $79,858+36.7% |
| Participation rate | 22.5% | 41.5%-19.0pp | 54.2%-31.7pp | 69.6%-47.2pp |
| Annual return | 22.65% | 39.70%-17.0pp | 54.79%-32.1pp | 31.71%-9.1pp |
| Employer contribution / active EE | $260 | $637-59.1% | $986-73.6% | $2,471-89.5% |
| Participant deferral / active EE | $1,192 | $1,260-5.4% | $1,861-36.0% | $3,740-68.1% |
| Admin fee / account holder | $172 | $2,504-93.2% | $2,858-94.0% | $5,306-96.8% |