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 | $178,833 | $76,367+134.2% | $93,606+91.0% | $72,985+145.0% |
| Participation rate | 21.0% | 71.7%-50.8pp | 75.8%-54.9pp | 69.5%-48.5pp |
| Annual return | 20.15% | 25.82%-5.7pp | 32.76%-12.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $650 | $2,275-71.4% | $2,718-76.1% | $2,440-73.3% |
| Participant deferral / active EE | $2,032 | $3,538-42.6% | $4,069-50.0% | $3,607-43.7% |
| Admin fee / account holder | $12 | $6,838-99.8% | $7,888-99.9% | $5,124-99.8% |