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 | $54,501 | $167,307-67.4% | $143,757-62.1% | $134,475-59.5% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -17.76% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,180 | $5,619-79.0% | $4,951-76.2% | $4,740-75.1% |
| Participant deferral / active EE | $4,694 | $6,446-27.2% | $5,637-16.7% | $6,400-26.7% |
| Admin fee / account holder | $75 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |