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 | $129,671 | $60,349+114.9% | $74,183+74.8% | $62,891+106.2% |
| Participation rate | 68.9% | 72.7%-3.9pp | 76.6%-7.8pp | 69.3%-0.5pp |
| Annual return | 6.41% | 21.37%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,352 | $1,680+159.0% | $2,370+83.6% | $2,281+90.8% |
| Participant deferral / active EE | $6,699 | $2,856+134.5% | $3,550+88.7% | $3,203+109.1% |
| Admin fee / account holder | $168 | $4,261-96.1% | $5,586-97.0% | $4,296-96.1% |