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 | $50,826 | $54,590-6.9% | $81,930-38.0% | $73,488-30.8% |
| Participation rate | 25.0% | 68.3%-43.3pp | 72.0%-47.0pp | 70.7%-45.7pp |
| Annual return | 18.64% | 17.74%+0.9pp | 29.49%-10.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $618 | $1,636-62.2% | $4,310-85.7% | $2,270-72.8% |
| Participant deferral / active EE | $1,745 | $2,759-36.7% | $7,107-75.4% | $3,740-53.3% |
| Admin fee / account holder | $93 | $592-84.2% | $5,158-98.2% | $513-81.8% |