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 | $20,791 | $75,935-72.6% | $60,547-65.7% | $125,391-83.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 68.0%-10.8pp | 83.2%-26.0pp |
| Annual return | -0.84% | -5.38%+4.5pp | 335.64%-336.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,450 | $3,438-57.8% | $2,419-40.1% | $4,866-70.2% |
| Participant deferral / active EE | $1,749 | $4,506-61.2% | $3,328-47.4% | $5,352-67.3% |
| Admin fee / account holder | $26 | $6,768-99.6% | $4,536-99.4% | $9,540-99.7% |