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 | $46,427 | $181,894-74.5% | $156,549-70.3% | $273,961-83.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 29.26% | 30.74%-1.5pp | 32.23%-3.0pp | 41.45%-12.2pp |
| Employer contribution / active EE | $1,547 | $6,248-75.2% | $5,501-71.9% | $4,869-68.2% |
| Participant deferral / active EE | $2,657 | $5,550-52.1% | $4,871-45.5% | $5,287-49.8% |
| Admin fee / account holder | $47 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |