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 | $86,365 | $99,032-12.8% | $80,019+7.9% | $135,375-36.2% |
| Participation rate | 25.0% | 78.4%-53.4pp | 75.8%-50.8pp | 82.6%-57.6pp |
| Annual return | -8.85% | 15.39%-24.2pp | 11.22%-20.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $497 | $3,043-83.7% | $2,468-79.9% | $4,779-89.6% |
| Participant deferral / active EE | $1,616 | $4,282-62.3% | $3,686-56.1% | $5,609-71.2% |
| Admin fee / account holder | $100 | $10,436-99.0% | $6,521-98.5% | $10,827-99.1% |