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 | $65,581 | $106,515-38.4% | $96,683-32.2% | $139,434-53.0% |
| Participation rate | 35.0% | 77.8%-42.8pp | 74.3%-39.3pp | 80.3%-45.3pp |
| Annual return | 20.23% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,643 | $4,103-60.0% | $3,737-56.0% | $4,751-65.4% |
| Participant deferral / active EE | $4,383 | $5,454-19.6% | $4,878-10.2% | $6,710-34.7% |
| Admin fee / account holder | $128 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |