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 | $59,490 | $54,350+9.5% | $82,719-28.1% | $68,494-13.1% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -18.59% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $671 | $2,218-69.8% | $3,009-77.7% | $2,596-74.2% |
| Participant deferral / active EE | $4,364 | $3,246+34.4% | $4,395-0.7% | $4,027+8.4% |
| Admin fee / account holder | $213 | $4,395-95.2% | $5,329-96.0% | $5,403-96.1% |