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 | $69,920 | $87,540-20.1% | $75,781-7.7% | $125,391-44.2% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -2.34% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,601 | $3,930-59.3% | $3,323-51.8% | $4,866-67.1% |
| Participant deferral / active EE | $3,080 | $4,229-27.2% | $3,651-15.6% | $5,352-42.4% |
| Admin fee / account holder | $104 | $6,502-98.4% | $5,299-98.0% | $9,540-98.9% |