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 | $30,432 | $215,361-85.9% | $171,082-82.2% | $273,961-88.9% |
| Participation rate | 29.4% | 82.0%-52.6pp | 76.7%-47.3pp | 83.0%-53.6pp |
| Annual return | 10.47% | 25.14%-14.7pp | 32.56%-22.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $543 | $4,967-89.1% | $4,002-86.4% | $4,869-88.8% |
| Participant deferral / active EE | $3,012 | $5,543-45.7% | $4,797-37.2% | $5,287-43.0% |
| Admin fee / account holder | $11 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |