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 | $40,929 | $65,365-37.4% | $92,893-55.9% | $72,985-43.9% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.8pp |
| Annual return | 24.55% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,576 | $2,594-39.2% | $3,653-56.8% | $2,440-35.4% |
| Participant deferral / active EE | $3,293 | $3,128+5.2% | $4,236-22.3% | $3,607-8.7% |
| Admin fee / account holder | $283 | $4,251-93.3% | $5,794-95.1% | $5,124-94.5% |