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 | $152,785 | $111,754+36.7% | $103,333+47.9% | $145,922+4.7% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 10.91% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $998 | $4,212-76.3% | $3,868-74.2% | $4,660-78.6% |
| Participant deferral / active EE | $3,367 | $5,619-40.1% | $5,057-33.4% | $6,688-49.7% |
| Admin fee / account holder | $25 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |