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 7-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 | $51,248 | $117,983-56.6% | $101,794-49.7% | $142,382-64.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 17.06% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,872 | $2,773-32.5% | $2,289-18.2% | $4,299-56.5% |
| Participant deferral / active EE | $2,473 | $4,714-47.5% | $4,084-39.5% | $6,507-62.0% |
| Admin fee / account holder | $189 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |