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 | $53,853 | $91,407-41.1% | $135,903-60.4% | $71,457-24.6% |
| Participation rate | 65.0% | 75.7%-10.7pp | 81.9%-16.9pp | 67.9%-2.9pp |
| Annual return | 16.44% | 29.90%-13.5pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,275 | $3,703-38.6% | $4,856-53.2% | $2,588-12.1% |
| Participant deferral / active EE | $5,343 | $7,092-24.7% | $7,758-31.1% | $4,289+24.6% |
| Admin fee / account holder | $50 | $1,266-96.1% | $10,762-99.5% | $1,587-96.9% |