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 | $36,814 | $105,860-65.2% | $90,749-59.4% | $134,475-72.6% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -19.13% | -11.01%-8.1pp | -12.16%-7.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,773 | $3,462-48.8% | $2,921-39.3% | $4,740-62.6% |
| Participant deferral / active EE | $4,973 | $5,216-4.7% | $4,564+9.0% | $6,400-22.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |