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 | $57,958 | $54,350+6.6% | $82,719-29.9% | $68,494-15.4% |
| Participation rate | 16.1% | 63.9%-47.8pp | 72.6%-56.4pp | 67.9%-51.8pp |
| Annual return | -2.03% | -13.67%+11.6pp | 701.18%-703.2pp | -7.84%+5.8pp |
| Employer contribution / active EE | $565 | $2,218-74.5% | $3,009-81.2% | $2,596-78.3% |
| Participant deferral / active EE | $1,645 | $3,246-49.3% | $4,395-62.6% | $4,027-59.2% |
| Admin fee / account holder | $71 | $4,395-98.4% | $5,329-98.7% | $5,403-98.7% |