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 | $100,439 | $117,983-14.9% | $101,794-1.3% | $142,382-29.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 17.45% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $495 | $2,773-82.2% | $2,289-78.4% | $4,299-88.5% |
| Participant deferral / active EE | $1,267 | $4,714-73.1% | $4,084-69.0% | $6,507-80.5% |
| Admin fee / account holder | $285 | $10,433-97.3% | $8,777-96.8% | $12,624-97.7% |