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 | $181,086 | $58,523+209.4% | $99,443+82.1% | $72,985+148.1% |
| Participation rate | 15.4% | 64.6%-49.2pp | 73.8%-58.4pp | 69.5%-54.1pp |
| Annual return | 24.76% | 28.51%-3.8pp | 30.72%-6.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $545 | $1,512-64.0% | $2,540-78.6% | $2,440-77.7% |
| Participant deferral / active EE | $2,299 | $2,606-11.8% | $3,619-36.5% | $3,607-36.3% |
| Admin fee / account holder | $184 | $4,102-95.5% | $6,250-97.1% | $5,124-96.4% |