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 | $198,934 | $53,596+271.2% | $90,645+119.5% | $64,186+209.9% |
| Participation rate | 57.7% | 64.5%-6.8pp | 74.0%-16.3pp | 69.6%-11.9pp |
| Annual return | 0.46% | 4.41%-4.0pp | 1.88%-1.4pp | 7.63%-7.2pp |
| Employer contribution / active EE | $2,686 | $1,503+78.7% | $2,532+6.1% | $2,381+12.8% |
| Participant deferral / active EE | $6,631 | $2,459+169.7% | $3,425+93.6% | $3,470+91.1% |
| Admin fee / account holder | $37 | $3,868-99.0% | $4,994-99.3% | $4,888-99.2% |