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 | $90,212 | $65,365+38.0% | $92,893-2.9% | $72,985+23.6% |
| Participation rate | 59.3% | 68.3%-9.1pp | 76.0%-16.7pp | 69.5%-10.2pp |
| Annual return | 24.77% | 42.10%-17.3pp | 109.41%-84.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $641 | $2,594-75.3% | $3,653-82.5% | $2,440-73.7% |
| Participant deferral / active EE | $2,564 | $3,128-18.1% | $4,236-39.5% | $3,607-28.9% |
| Admin fee / account holder | $208 | $4,251-95.1% | $5,794-96.4% | $5,124-95.9% |