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 | $15,106 | $40,256-62.5% | $57,343-73.7% | $59,632-74.7% |
| Participation rate | 64.2% | 69.2%-5.0pp | 75.1%-10.9pp | 68.7%-4.5pp |
| Annual return | -1.05% | 27.49%-28.5pp | 24.39%-25.4pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,245 | $1,922-35.2% | $2,689-53.7% | $2,203-43.5% |
| Participant deferral / active EE | $3,027 | $2,399+26.2% | $3,162-4.3% | $3,192-5.1% |
| Admin fee / account holder | $167 | $2,818-94.1% | $3,356-95.0% | $4,297-96.1% |