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 9-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 | $55,446 | $64,307-13.8% | $57,343-3.3% | $125,391-55.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -1.11% | 25.12%-26.2pp | 24.39%-25.5pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,975 | $3,193-38.1% | $2,689-26.5% | $4,866-59.4% |
| Participant deferral / active EE | $5,750 | $3,848+49.4% | $3,162+81.8% | $5,352+7.4% |
| Admin fee / account holder | $3 | $5,242-99.9% | $3,356-99.9% | $9,540-100.0% |