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 | $68,819 | $102,616-32.9% | $81,983-16.1% | $158,922-56.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 10.43% | 61.04%-50.6pp | 41.31%-30.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $904 | $3,240-72.1% | $2,498-63.8% | $4,761-81.0% |
| Participant deferral / active EE | $1,130 | $4,648-75.7% | $3,722-69.6% | $5,982-81.1% |
| Admin fee / account holder | $153 | $8,235-98.1% | $5,664-97.3% | $11,246-98.6% |