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 | $146,094 | $54,762+166.8% | $90,281+61.8% | $72,985+100.2% |
| Participation rate | 37.3% | 65.1%-27.8pp | 73.3%-35.9pp | 69.5%-32.1pp |
| Annual return | 23.49% | 30.63%-7.1pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $527 | $2,092-74.8% | $2,854-81.5% | $2,440-78.4% |
| Participant deferral / active EE | $3,061 | $2,887+6.0% | $3,885-21.2% | $3,607-15.1% |
| Admin fee / account holder | $271 | $3,972-93.2% | $5,351-94.9% | $5,124-94.7% |