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 | $71,636 | $93,024-23.0% | $77,024-7.0% | $134,475-46.7% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -14.48% | 62.60%-77.1pp | 42.32%-56.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $597 | $3,418-82.5% | $2,812-78.8% | $4,740-87.4% |
| Participant deferral / active EE | $11,671 | $5,238+122.8% | $4,426+163.7% | $6,400+82.4% |
| Admin fee / account holder | $17 | $6,944-99.8% | $5,425-99.7% | $11,426-99.8% |