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 | $34,589 | $157,256-78.0% | $141,162-75.5% | $152,861-77.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 29.04% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,279 | $5,261-75.7% | $4,735-73.0% | $4,762-73.1% |
| Participant deferral / active EE | $4,470 | $7,109-37.1% | $6,709-33.4% | $5,850-23.6% |
| Admin fee / account holder | $36 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |