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 | $48,383 | $131,829-63.3% | $108,579-55.4% | $273,961-82.3% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.6%-23.3pp | 83.0%-26.8pp |
| Annual return | 2.94% | -91.57%+94.5pp | -51.70%+54.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,851 | $4,912-42.0% | $3,758-24.2% | $4,869-41.5% |
| Participant deferral / active EE | $3,955 | $5,127-22.9% | $4,311-8.3% | $5,287-25.2% |
| Admin fee / account holder | $28 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |