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 | $76,192 | $78,705-3.2% | $117,854-35.4% | $70,131+8.6% |
| Participation rate | 44.9% | 73.2%-28.3pp | 79.7%-34.7pp | 69.5%-24.6pp |
| Annual return | 16.59% | 23.30%-6.7pp | 335.08%-318.5pp | 73.14%-56.5pp |
| Employer contribution / active EE | $652 | $2,223-70.7% | $3,786-82.8% | $2,342-72.1% |
| Participant deferral / active EE | $2,727 | $3,297-17.3% | $4,482-39.2% | $3,332-18.1% |
| Admin fee / account holder | $293 | $5,065-94.2% | $8,020-96.3% | $4,645-93.7% |