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 | $58,758 | $69,207-15.1% | $64,056-8.3% | $139,434-57.9% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 13.46% | 45.88%-32.4pp | 33.69%-20.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,686 | $3,182-47.0% | $2,747-38.6% | $4,751-64.5% |
| Participant deferral / active EE | $6,335 | $4,682+35.3% | $3,880+63.3% | $6,710-5.6% |
| Admin fee / account holder | $19 | $4,244-99.6% | $3,068-99.4% | $11,403-99.8% |