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 | $49,732 | $77,634-35.9% | $156,549-68.2% | $62,891-20.9% |
| Participation rate | 25.0% | 71.2%-46.2pp | 84.0%-59.0pp | 69.3%-44.3pp |
| Annual return | 17.50% | 50.32%-32.8pp | 32.23%-14.7pp | 20.14%-2.6pp |
| Employer contribution / active EE | $794 | $3,444-76.9% | $5,501-85.6% | $2,281-65.2% |
| Participant deferral / active EE | $1,512 | $3,045-50.4% | $4,871-69.0% | $3,203-52.8% |
| Admin fee / account holder | $14 | $5,561-99.8% | $13,027-99.9% | $4,296-99.7% |