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 | $60,545 | $78,705-23.1% | $117,854-48.6% | $70,131-13.7% |
| Participation rate | 51.2% | 73.2%-22.0pp | 79.7%-28.5pp | 69.5%-18.4pp |
| Annual return | 19.26% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,539 | $2,223-30.8% | $3,786-59.3% | $2,342-34.3% |
| Participant deferral / active EE | $2,342 | $3,297-29.0% | $4,482-47.7% | $3,332-29.7% |
| Admin fee / account holder | $57 | $5,065-98.9% | $8,020-99.3% | $4,645-98.8% |