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 | $78,742 | $124,319-36.7% | $111,297-29.3% | $167,490-53.0% |
| Participation rate | 35.0% | 79.6%-44.6pp | 77.3%-42.3pp | 82.1%-47.1pp |
| Annual return | 17.87% | 37.44%-19.6pp | 54.65%-36.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,091 | $3,435-68.2% | $2,731-60.1% | $4,837-77.4% |
| Participant deferral / active EE | $3,261 | $5,180-37.1% | $4,487-27.3% | $6,341-48.6% |
| Admin fee / account holder | $110 | $10,618-99.0% | $7,964-98.6% | $12,309-99.1% |