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 | $36,055 | $59,805-39.7% | $79,550-54.7% | $68,494-47.4% |
| Participation rate | 69.0% | 61.1%+7.9pp | 69.5%-0.5pp | 67.9%+1.1pp |
| Annual return | -16.13% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $856 | $1,505-43.1% | $2,413-64.5% | $2,596-67.0% |
| Participant deferral / active EE | $2,212 | $3,024-26.9% | $3,985-44.5% | $4,027-45.1% |
| Admin fee / account holder | $259 | $4,835-94.6% | $6,832-96.2% | $5,403-95.2% |