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 | $26,482 | $87,540-69.7% | $75,781-65.1% | $125,391-78.9% |
| Participation rate | 63.6% | 80.2%-16.5pp | 75.8%-12.2pp | 83.2%-19.6pp |
| Annual return | -2.86% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,306 | $3,930-66.8% | $3,323-60.7% | $4,866-73.2% |
| Participant deferral / active EE | $5,116 | $4,229+21.0% | $3,651+40.1% | $5,352-4.4% |
| Admin fee / account holder | $270 | $6,502-95.8% | $5,299-94.9% | $9,540-97.2% |