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 | $39,769 | $88,594-55.1% | $70,092-43.3% | $134,475-70.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -20.18% | 442.67%-462.8pp | 190.73%-210.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $941 | $3,233-70.9% | $2,559-63.2% | $4,740-80.1% |
| Participant deferral / active EE | $2,335 | $4,772-51.1% | $3,849-39.3% | $6,400-63.5% |
| Admin fee / account holder | $20 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |