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 | $69,957 | $214,378-67.4% | $200,582-65.1% | $142,382-50.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 16.30% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,257 | $6,841-67.0% | $6,419-64.8% | $4,299-47.5% |
| Participant deferral / active EE | $4,514 | $9,865-54.2% | $9,331-51.6% | $6,507-30.6% |
| Admin fee / account holder | $299 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |