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 | $63,974 | $90,503-29.3% | $78,689-18.7% | $273,961-76.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 10.13% | 75.60%-65.5pp | 62.18%-52.0pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,076 | $3,176-66.1% | $2,851-62.3% | $4,869-77.9% |
| Participant deferral / active EE | $2,368 | $3,901-39.3% | $3,517-32.7% | $5,287-55.2% |
| Admin fee / account holder | $80 | $5,263-98.5% | $4,510-98.2% | $10,132-99.2% |