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 | $67,168 | $97,044-30.8% | $83,333-19.4% | $135,375-50.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -5.91% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,155 | $4,143-72.1% | $3,379-65.8% | $4,779-75.8% |
| Participant deferral / active EE | $2,451 | $5,964-58.9% | $5,565-56.0% | $5,609-56.3% |
| Admin fee / account holder | $57 | $8,380-99.3% | $7,510-99.2% | $10,827-99.5% |