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 | $134,994 | $67,606+99.7% | $82,313+64.0% | $70,131+92.5% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 22.61% | 21.57%+1.0pp | 25.88%-3.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $3,421 | $1,755+95.0% | $2,428+40.9% | $2,342+46.1% |
| Participant deferral / active EE | $5,581 | $2,987+86.9% | $3,706+50.6% | $3,332+67.5% |
| Admin fee / account holder | $91 | $4,512-98.0% | $5,608-98.4% | $4,645-98.0% |