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 | $77,207 | $81,248-5.0% | $155,509-50.4% | $80,856-4.5% |
| Participation rate | 22.9% | 66.2%-43.4pp | 78.2%-55.3pp | 67.6%-44.8pp |
| Annual return | 15.76% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,050 | $3,100-66.1% | $4,672-77.5% | $2,755-61.9% |
| Participant deferral / active EE | $1,698 | $3,452-50.8% | $5,626-69.8% | $4,296-60.5% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |