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 | $25,497 | $93,024-72.6% | $77,024-66.9% | $134,475-81.0% |
| Participation rate | 58.3% | 74.5%-16.1pp | 67.9%-9.6pp | 81.2%-22.9pp |
| Annual return | -20.82% | 62.60%-83.4pp | 42.32%-63.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,220 | $3,418-35.0% | $2,812-21.1% | $4,740-53.2% |
| Participant deferral / active EE | $5,501 | $5,238+5.0% | $4,426+24.3% | $6,400-14.0% |
| Admin fee / account holder | $6 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |