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 7-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 | $63,153 | $90,519-30.2% | $93,789-32.7% | $134,475-53.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -19.50% | -15.72%-3.8pp | -11.33%-8.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,433 | $4,343-21.0% | $4,323-20.6% | $4,740-27.6% |
| Participant deferral / active EE | $6,750 | $5,978+12.9% | $6,094+10.8% | $6,400+5.5% |
| Admin fee / account holder | $254 | $9,252-97.3% | $7,195-96.5% | $11,426-97.8% |