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 | $78,854 | $127,264-38.0% | $109,895-28.2% | $167,490-52.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 8.08% | 22.97%-14.9pp | 29.45%-21.4pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,469 | $3,322-55.8% | $2,842-48.3% | $4,837-69.6% |
| Participant deferral / active EE | $7,893 | $4,514+74.8% | $4,048+95.0% | $6,341+24.5% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |