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 | $163,067 | $59,805+172.7% | $79,550+105.0% | $68,494+138.1% |
| Participation rate | 9.7% | 61.1%-51.4pp | 69.5%-59.8pp | 67.9%-58.2pp |
| Annual return | -15.89% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $410 | $1,505-72.7% | $2,413-83.0% | $2,596-84.2% |
| Participant deferral / active EE | $1,374 | $3,024-54.6% | $3,985-65.5% | $4,027-65.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |