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 | $218,676 | $54,705+299.7% | $71,209+207.1% | $84,808+157.8% |
| Participation rate | 24.0% | 64.1%-40.1pp | 73.8%-49.8pp | 68.3%-44.3pp |
| Annual return | 33.84% | 35.90%-2.1pp | 282.51%-248.7pp | 40.90%-7.1pp |
| Employer contribution / active EE | $727 | $2,158-66.3% | $2,721-73.3% | $2,631-72.4% |
| Participant deferral / active EE | $2,348 | $3,030-22.5% | $4,175-43.8% | $4,212-44.2% |
| Admin fee / account holder | $27 | $4,863-99.5% | $5,349-99.5% | $7,344-99.6% |