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 | $65,948 | $103,376-36.2% | $87,100-24.3% | $152,861-56.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 26.80% | 28.10%-1.3pp | 28.19%-1.4pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,223 | $3,220-62.0% | $2,521-51.5% | $4,762-74.3% |
| Participant deferral / active EE | $2,085 | $4,778-56.4% | $4,049-48.5% | $5,850-64.4% |
| Admin fee / account holder | $256 | $12,205-97.9% | $7,497-96.6% | $11,596-97.8% |