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 | $24,682 | $72,177-65.8% | $115,037-78.5% | $59,632-58.6% |
| Participation rate | 53.7% | 72.6%-18.9pp | 81.4%-27.7pp | 68.7%-15.0pp |
| Annual return | -2.14% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $904 | $2,841-68.2% | $4,608-80.4% | $2,203-59.0% |
| Participant deferral / active EE | $5,170 | $4,783+8.1% | $6,026-14.2% | $3,192+62.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |