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 | $62,049 | $72,492-14.4% | $87,100-28.8% | $72,985-15.0% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.9%-28.6pp | 69.5%-21.2pp |
| Annual return | 20.88% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,627 | $1,894-14.1% | $2,521-35.5% | $2,440-33.3% |
| Participant deferral / active EE | $3,619 | $3,270+10.7% | $4,049-10.6% | $3,607+0.3% |
| Admin fee / account holder | $82 | $5,055-98.4% | $7,497-98.9% | $5,124-98.4% |