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 | $35,243 | $56,060-37.1% | $76,002-53.6% | $80,874-56.4% |
| Participation rate | 64.1% | 62.0%+2.1pp | 69.1%-5.0pp | 67.6%-3.5pp |
| Annual return | 16.65% | 20.54%-3.9pp | 360.07%-343.4pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,288 | $1,873-31.2% | $2,688-52.1% | $2,756-53.2% |
| Participant deferral / active EE | $2,030 | $3,051-33.5% | $4,257-52.3% | $4,297-52.8% |
| Admin fee / account holder | $53 | $5,237-99.0% | $6,414-99.2% | $6,935-99.2% |