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 | $66,797 | $65,041+2.7% | $90,951-26.6% | $79,858-16.4% |
| Participation rate | 27.3% | 61.6%-34.3pp | 69.0%-41.7pp | 69.6%-42.4pp |
| Annual return | 15.81% | 30.45%-14.6pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $570 | $1,247-54.3% | $2,122-73.1% | $2,471-76.9% |
| Participant deferral / active EE | $1,626 | $2,512-35.3% | $3,373-51.8% | $3,740-56.5% |
| Admin fee / account holder | $157 | $4,536-96.5% | $5,959-97.4% | $5,306-97.0% |