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 | $158,198 | $158,817-0.4% | $121,196+30.5% | $135,375+16.9% |
| Participation rate | 40.0% | 79.3%-39.3pp | 71.7%-31.7pp | 82.6%-42.6pp |
| Annual return | -4.32% | -0.64%-3.7pp | 16.93%-21.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,101 | $5,665-80.6% | $4,022-72.6% | $4,779-77.0% |
| Participant deferral / active EE | $7,251 | $4,005+81.0% | $3,344+116.8% | $5,609+29.3% |
| Admin fee / account holder | $25 | $6,512-99.6% | $5,019-99.5% | $10,827-99.8% |