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 | $81,510 | $99,341-17.9% | $84,750-3.8% | $273,961-70.2% |
| Participation rate | 61.9% | 80.7%-18.8pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 17.89% | 22.93%-5.0pp | 22.78%-4.9pp | 41.45%-23.6pp |
| Employer contribution / active EE | $1,729 | $4,214-59.0% | $3,574-51.6% | $4,869-64.5% |
| Participant deferral / active EE | $2,024 | $4,269-52.6% | $3,712-45.5% | $5,287-61.7% |
| Admin fee / account holder | $98 | $6,644-98.5% | $5,332-98.2% | $10,132-99.0% |