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 | $50,407 | $49,177+2.5% | $79,464-36.6% | $64,186-21.5% |
| Participation rate | 46.2% | 65.0%-18.9pp | 73.3%-27.2pp | 69.6%-23.4pp |
| Annual return | -6.27% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,001 | $2,076-51.8% | $2,800-64.3% | $2,381-58.0% |
| Participant deferral / active EE | $1,650 | $2,821-41.5% | $3,704-55.5% | $3,470-52.5% |
| Admin fee / account holder | -$10 | $3,839-100.3% | $5,113-100.2% | $4,888-100.2% |