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 | $91,267 | $78,705+16.0% | $117,854-22.6% | $70,131+30.1% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 20.70% | 23.30%-2.6pp | 335.08%-314.4pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,501 | $2,223-32.5% | $3,786-60.4% | $2,342-35.9% |
| Participant deferral / active EE | $2,869 | $3,297-13.0% | $4,482-36.0% | $3,332-13.9% |
| Admin fee / account holder | $86 | $5,065-98.3% | $8,020-98.9% | $4,645-98.1% |