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 | $79,121 | $97,044-18.5% | $83,333-5.1% | $135,375-41.6% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -4.99% | 12.31%-17.3pp | 10.63%-15.6pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,534 | $5,964+26.3% | $5,565+35.4% | $5,609+34.3% |
| Admin fee / account holder | $298 | $8,380-96.4% | $7,510-96.0% | $10,827-97.2% |