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 | $76,638 | $91,037-15.8% | $71,671+6.9% | $147,584-48.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 51.41% | 20.48%+30.9pp | 20.65%+30.8pp | 578.55%-527.1pp |
| Employer contribution / active EE | $845 | $3,327-74.6% | $2,460-65.7% | $4,876-82.7% |
| Participant deferral / active EE | $2,922 | $4,498-35.0% | $3,438-15.0% | $5,439-46.3% |
| Admin fee / account holder | $65 | $8,613-99.2% | $5,558-98.8% | $10,885-99.4% |