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 | $128,252 | $157,256-18.4% | $141,162-9.1% | $152,861-16.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 23.93% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,746 | $5,261-66.8% | $4,735-63.1% | $4,762-63.3% |
| Participant deferral / active EE | $7,189 | $7,109+1.1% | $6,709+7.1% | $5,850+22.9% |
| Admin fee / account holder | $222 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |