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 | $105,584 | $86,929+21.5% | $102,423+3.1% | $80,856+30.6% |
| Participation rate | 56.0% | 72.4%-16.4pp | 76.5%-20.5pp | 67.6%-11.6pp |
| Annual return | 11.22% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,143 | $2,369-51.8% | $3,023-62.2% | $2,755-58.5% |
| Participant deferral / active EE | $3,115 | $4,118-24.4% | $5,053-38.4% | $4,296-27.5% |
| Admin fee / account holder | $144 | $8,049-98.2% | $9,451-98.5% | $6,918-97.9% |