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 | $110,565 | $99,032+11.6% | $80,019+38.2% | $135,375-18.3% |
| Participation rate | 33.3% | 78.4%-45.0pp | 75.8%-42.5pp | 82.6%-49.3pp |
| Annual return | -5.89% | 15.39%-21.3pp | 11.22%-17.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,371 | $3,043-54.9% | $2,468-44.4% | $4,779-71.3% |
| Participant deferral / active EE | $3,573 | $4,282-16.6% | $3,686-3.1% | $5,609-36.3% |
| Admin fee / account holder | $69 | $10,436-99.3% | $6,521-98.9% | $10,827-99.4% |