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 | $50,478 | $133,958-62.3% | $112,228-55.0% | $134,475-62.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -19.74% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,210 | $4,038-45.3% | $3,635-39.2% | $4,740-53.4% |
| Participant deferral / active EE | $4,988 | $5,291-5.7% | $4,728+5.5% | $6,400-22.1% |
| Admin fee / account holder | $255 | $7,489-96.6% | $6,410-96.0% | $11,426-97.8% |