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 | $31,212 | $72,177-56.8% | $115,037-72.9% | $59,632-47.7% |
| Participation rate | 61.9% | 72.6%-10.6pp | 81.4%-19.5pp | 68.7%-6.8pp |
| Annual return | -1.83% | 12.02%-13.8pp | 26.14%-28.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,158 | $2,841-59.3% | $4,608-74.9% | $2,203-47.4% |
| Participant deferral / active EE | $2,582 | $4,783-46.0% | $6,026-57.1% | $3,192-19.1% |
| Admin fee / account holder | $211 | $4,927-95.7% | $8,175-97.4% | $4,297-95.1% |