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 | $17,149 | $39,162-56.2% | $100,671-83.0% | $59,632-71.2% |
| Participation rate | 34.2% | 55.9%-21.6pp | 70.7%-36.5pp | 68.7%-34.4pp |
| Annual return | -2.30% | 21.07%-23.4pp | 20.43%-22.7pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $579 | $1,151-49.6% | $4,012-85.6% | $2,203-73.7% |
| Participant deferral / active EE | $1,037 | $1,992-47.9% | $3,144-67.0% | $3,192-67.5% |
| Admin fee / account holder | $41 | $2,969-98.6% | $4,850-99.2% | $4,297-99.1% |