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 | $51,779 | $99,032-47.7% | $80,019-35.3% | $135,375-61.8% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -2.51% | 15.39%-17.9pp | 11.22%-13.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,535 | $3,043-16.7% | $2,468+2.7% | $4,779-47.0% |
| Participant deferral / active EE | $2,535 | $4,282-40.8% | $3,686-31.2% | $5,609-54.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |