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 | $47,970 | $135,952-64.7% | $123,892-61.3% | $273,961-82.5% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 23.89% | 56.63%-32.7pp | 47.52%-23.6pp | 41.45%-17.6pp |
| Employer contribution / active EE | $1,005 | $5,170-80.6% | $4,617-78.2% | $4,869-79.4% |
| Participant deferral / active EE | $2,189 | $6,343-65.5% | $5,984-63.4% | $5,287-58.6% |
| Admin fee / account holder | $27 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |