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 | $57,290 | $157,256-63.6% | $141,162-59.4% | $152,861-62.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 26.54% | 64.32%-37.8pp | 71.39%-44.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,122 | $5,261-59.7% | $4,735-55.2% | $4,762-55.4% |
| Participant deferral / active EE | $6,343 | $7,109-10.8% | $6,709-5.5% | $5,850+8.4% |
| Admin fee / account holder | $194 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |