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 | $81,548 | $95,193-14.3% | $76,523+6.6% | $135,375-39.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -7.63% | 4.85%-12.5pp | -0.27%-7.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,308 | $3,302-60.4% | $2,647-50.6% | $4,779-72.6% |
| Participant deferral / active EE | $5,018 | $4,639+8.2% | $3,835+30.8% | $5,609-10.5% |
| Admin fee / account holder | $50 | $6,249-99.2% | $4,848-99.0% | $10,827-99.5% |