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 | $41,160 | $57,354-28.2% | $83,848-50.9% | $64,186-35.9% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -5.86% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,704 | $2,545-33.1% | $3,631-53.1% | $2,381-28.4% |
| Participant deferral / active EE | $4,629 | $2,993+54.6% | $4,082+13.4% | $3,470+33.4% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |