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 8-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 | $75,352 | $93,024-19.0% | $77,024-2.2% | $134,475-44.0% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -13.61% | 62.60%-76.2pp | 42.32%-55.9pp | 417.96%-431.6pp |
| Employer contribution / active EE | $900 | $3,418-73.7% | $2,812-68.0% | $4,740-81.0% |
| Participant deferral / active EE | $1,749 | $5,238-66.6% | $4,426-60.5% | $6,400-72.7% |
| Admin fee / account holder | $250 | $6,944-96.4% | $5,425-95.4% | $11,426-97.8% |