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 | $35,685 | $25,979+37.4% | $71,735-50.3% | $68,494-47.9% |
| Participation rate | 63.9% | 54.5%+9.4pp | 62.3%+1.6pp | 67.9%-4.0pp |
| Annual return | -15.86% | -15.10%-0.8pp | 9.14%-25.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,329 | $900+158.6% | $1,704+36.7% | $2,596-10.3% |
| Participant deferral / active EE | $2,924 | $1,522+92.1% | $2,658+10.0% | $4,027-27.4% |
| Admin fee / account holder | $201 | $2,022-90.1% | $3,974-94.9% | $5,403-96.3% |