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 | $41,471 | $32,117+29.1% | $71,086-41.7% | $64,186-35.4% |
| Participation rate | 10.5% | 42.7%-32.2pp | 54.7%-44.1pp | 69.6%-59.0pp |
| Annual return | -0.49% | -5.57%+5.1pp | 650.59%-651.1pp | 7.63%-8.1pp |
| Employer contribution / active EE | $212 | $712-70.2% | $1,088-80.5% | $2,381-91.1% |
| Participant deferral / active EE | $653 | $1,263-48.3% | $1,874-65.2% | $3,470-81.2% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |