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 | $35,622 | $32,117+10.9% | $71,086-49.9% | $64,186-44.5% |
| Participation rate | 23.2% | 42.7%-19.5pp | 54.7%-31.4pp | 69.6%-46.4pp |
| Annual return | -7.13% | -5.57%-1.6pp | 650.59%-657.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $316 | $712-55.7% | $1,088-71.0% | $2,381-86.7% |
| Participant deferral / active EE | $855 | $1,263-32.3% | $1,874-54.4% | $3,470-75.4% |
| Admin fee / account holder | $163 | $2,759-94.1% | $3,082-94.7% | $4,888-96.7% |