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 | $64,745 | $30,732+110.7% | $59,496+8.8% | $59,632+8.6% |
| Participation rate | 31.0% | 43.2%-12.2pp | 54.6%-23.5pp | 68.7%-37.6pp |
| Annual return | -1.11% | 4.47%-5.6pp | 182.05%-183.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $479 | $631-24.1% | $1,153-58.5% | $2,203-78.3% |
| Participant deferral / active EE | $2,163 | $1,183+82.8% | $1,829+18.2% | $3,192-32.2% |
| Admin fee / account holder | $247 | $2,136-88.4% | $2,232-88.9% | $4,297-94.3% |