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 | $46,519 | $73,004-36.3% | $90,749-48.7% | $68,494-32.1% |
| Participation rate | 55.0% | 70.8%-15.8pp | 75.7%-20.7pp | 67.9%-12.9pp |
| Annual return | -14.97% | -13.81%-1.2pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $712 | $2,193-67.5% | $2,921-75.6% | $2,596-72.6% |
| Participant deferral / active EE | $4,165 | $3,627+14.8% | $4,564-8.7% | $4,027+3.4% |
| Admin fee / account holder | $184 | $5,896-96.9% | $8,445-97.8% | $5,403-96.6% |