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 | $48,631 | $27,641+75.9% | $61,373-20.8% | $68,494-29.0% |
| Participation rate | 16.7% | 39.5%-22.8pp | 52.6%-35.9pp | 67.9%-51.2pp |
| Annual return | -16.02% | -13.24%-2.8pp | 338.61%-354.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $239 | $695-65.7% | $1,159-79.4% | $2,596-90.8% |
| Participant deferral / active EE | $626 | $1,263-50.4% | $2,125-70.5% | $4,027-84.5% |
| Admin fee / account holder | $85 | $2,010-95.8% | $2,130-96.0% | $5,403-98.4% |