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 | $54,937 | $76,367-28.1% | $93,606-41.3% | $72,985-24.7% |
| Participation rate | 62.3% | 71.7%-9.4pp | 75.8%-13.5pp | 69.5%-7.2pp |
| Annual return | 23.98% | 25.82%-1.8pp | 32.76%-8.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,547 | $2,275-32.0% | $2,718-43.1% | $2,440-36.6% |
| Participant deferral / active EE | $3,026 | $3,538-14.5% | $4,069-25.6% | $3,607-16.1% |
| Admin fee / account holder | $63 | $6,838-99.1% | $7,888-99.2% | $5,124-98.8% |