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 | $22,237 | $48,265-53.9% | $68,791-67.7% | $68,494-67.5% |
| Participation rate | 41.4% | 60.7%-19.3pp | 69.0%-27.6pp | 67.9%-26.5pp |
| Annual return | -16.36% | -12.71%-3.6pp | -6.38%-10.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $424 | $1,829-76.8% | $2,655-84.0% | $2,596-83.7% |
| Participant deferral / active EE | $1,929 | $2,867-32.7% | $3,941-51.1% | $4,027-52.1% |
| Admin fee / account holder | $20 | $4,355-99.5% | $4,932-99.6% | $5,403-99.6% |