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 | $58,276 | $127,386-54.3% | $115,037-49.3% | $125,391-53.5% |
| Participation rate | 30.0% | 84.2%-54.2pp | 81.4%-51.4pp | 83.2%-53.2pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $839 | $5,166-83.8% | $4,608-81.8% | $4,866-82.8% |
| Participant deferral / active EE | $3,296 | $6,423-48.7% | $6,026-45.3% | $5,352-38.4% |
| Admin fee / account holder | $15 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |