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 | $33,350 | $209,411-84.1% | $178,490-81.3% | $158,922-79.0% |
| Participation rate | 65.0% | 86.3%-21.3pp | 81.9%-16.9pp | 82.0%-17.0pp |
| Annual return | 23.86% | 188.75%-164.9pp | 151.07%-127.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,416 | $5,706-75.2% | $5,011-71.7% | $4,761-70.3% |
| Participant deferral / active EE | $2,383 | $5,954-60.0% | $5,202-54.2% | $5,982-60.2% |
| Admin fee / account holder | $87 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |