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 | $104,209 | $73,004+42.7% | $90,749+14.8% | $68,494+52.1% |
| Participation rate | 48.3% | 70.8%-22.6pp | 75.7%-27.4pp | 67.9%-19.6pp |
| Annual return | -15.85% | -13.81%-2.0pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,046 | $2,193-52.3% | $2,921-64.2% | $2,596-59.7% |
| Participant deferral / active EE | $3,001 | $3,627-17.3% | $4,564-34.3% | $4,027-25.5% |
| Admin fee / account holder | $14 | $5,896-99.8% | $8,445-99.8% | $5,403-99.7% |