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 | $48,175 | $99,032-51.4% | $80,019-39.8% | $135,375-64.4% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -7.98% | 15.39%-23.4pp | 11.22%-19.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $879 | $3,043-71.1% | $2,468-64.4% | $4,779-81.6% |
| Participant deferral / active EE | $4,291 | $4,282+0.2% | $3,686+16.4% | $5,609-23.5% |
| Admin fee / account holder | $9 | $10,436-99.9% | $6,521-99.9% | $10,827-99.9% |