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 | $212,542 | $109,413+94.3% | $156,263+36.0% | $84,808+150.6% |
| Participation rate | 64.0% | 72.7%-8.7pp | 78.9%-14.9pp | 68.3%-4.3pp |
| Annual return | 20.04% | 20.18%-0.1pp | 59.47%-39.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,487 | $2,907-48.9% | $4,333-65.7% | $2,631-43.5% |
| Participant deferral / active EE | $5,948 | $4,590+29.6% | $6,158-3.4% | $4,212+41.2% |
| Admin fee / account holder | $112 | $9,357-98.8% | $14,255-99.2% | $7,344-98.5% |