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 | $26,384 | $135,952-80.6% | $123,892-78.7% | $273,961-90.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 9.16% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,853 | $5,170-64.2% | $4,617-59.9% | $4,869-61.9% |
| Participant deferral / active EE | $9,022 | $6,343+42.2% | $5,984+50.8% | $5,287+70.6% |
| Admin fee / account holder | $96 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |