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 | $78,022 | $171,164-54.4% | $127,761-38.9% | $152,861-49.0% |
| Participation rate | 52.2% | 83.4%-31.3pp | 79.0%-26.8pp | 82.4%-30.3pp |
| Annual return | 22.94% | 23.54%-0.6pp | 26.14%-3.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,293 | $5,447-76.3% | $4,574-71.7% | $4,762-72.8% |
| Participant deferral / active EE | $2,623 | $7,038-62.7% | $6,021-56.4% | $5,850-55.2% |
| Admin fee / account holder | $68 | $14,530-99.5% | $9,395-99.3% | $11,596-99.4% |