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 | $6,579 | $32,117-79.5% | $71,086-90.7% | $64,186-89.7% |
| Participation rate | 52.9% | 42.7%+10.2pp | 54.7%-1.8pp | 69.6%-16.7pp |
| Annual return | -9.16% | -5.57%-3.6pp | 650.59%-659.7pp | 7.63%-16.8pp |
| Employer contribution / active EE | $401 | $712-43.6% | $1,088-63.1% | $2,381-83.1% |
| Participant deferral / active EE | $716 | $1,263-43.3% | $1,874-61.8% | $3,470-79.4% |
| Admin fee / account holder | $297 | $2,759-89.2% | $3,082-90.4% | $4,888-93.9% |