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 | $51,917 | $107,791-51.8% | $90,645-42.7% | $135,375-61.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -7.12% | -0.90%-6.2pp | 1.88%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,039 | $3,018-65.6% | $2,532-59.0% | $4,779-78.3% |
| Participant deferral / active EE | $2,847 | $3,872-26.5% | $3,425-16.9% | $5,609-49.2% |
| Admin fee / account holder | -$94 | $5,930-101.6% | $4,994-101.9% | $10,827-100.9% |