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 | $86,369 | $105,860-18.4% | $90,749-4.8% | $134,475-35.8% |
| Participation rate | 23.1% | 78.2%-55.2pp | 75.7%-52.6pp | 81.2%-58.1pp |
| Annual return | -16.53% | -11.01%-5.5pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $653 | $3,462-81.1% | $2,921-77.6% | $4,740-86.2% |
| Participant deferral / active EE | $5,086 | $5,216-2.5% | $4,564+11.4% | $6,400-20.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |