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 | $30,936 | $45,566-32.1% | $64,105-51.7% | $59,632-48.1% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | -0.15% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,251 | $934+33.9% | $1,820-31.3% | $2,203-43.2% |
| Participant deferral / active EE | $3,934 | $2,057+91.3% | $2,822+39.4% | $3,192+23.3% |
| Admin fee / account holder | $195 | $3,268-94.0% | $4,499-95.7% | $4,297-95.5% |