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 | $69,089 | $86,929-20.5% | $102,423-32.5% | $80,856-14.6% |
| Participation rate | 46.4% | 72.4%-25.9pp | 76.5%-30.1pp | 67.6%-21.2pp |
| Annual return | 21.71% | 18.88%+2.8pp | 29.32%-7.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,212 | $2,369-48.8% | $3,023-59.9% | $2,755-56.0% |
| Participant deferral / active EE | $2,062 | $4,118-49.9% | $5,053-59.2% | $4,296-52.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |