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 | $57,786 | $176,812-67.3% | $146,665-60.6% | $167,490-65.5% |
| Participation rate | 53.3% | 83.6%-30.3pp | 80.1%-26.7pp | 82.1%-28.8pp |
| Annual return | 17.72% | 24.03%-6.3pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $4,841 | $5,160-6.2% | $4,136+17.0% | $4,837+0.1% |
| Participant deferral / active EE | $5,129 | $6,440-20.4% | $5,506-6.9% | $6,341-19.1% |
| Admin fee / account holder | $185 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |