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 | $65,639 | $48,076+36.5% | $78,689-16.6% | $62,891+4.4% |
| Participation rate | 31.7% | 65.2%-33.5pp | 73.6%-41.9pp | 69.3%-37.6pp |
| Annual return | 7.42% | 31.35%-23.9pp | 62.18%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $738 | $2,015-63.4% | $2,851-74.1% | $2,281-67.7% |
| Participant deferral / active EE | $2,021 | $2,588-21.9% | $3,517-42.5% | $3,203-36.9% |
| Admin fee / account holder | $58 | $3,207-98.2% | $4,510-98.7% | $4,296-98.7% |