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 | $51,742 | $167,307-69.1% | $143,757-64.0% | $134,475-61.5% |
| Participation rate | 52.6% | 84.8%-32.2pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | -19.14% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,020 | $5,619-64.1% | $4,951-59.2% | $4,740-57.4% |
| Participant deferral / active EE | $4,017 | $6,446-37.7% | $5,637-28.7% | $6,400-37.2% |
| Admin fee / account holder | $256 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |