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 | $9,761 | $32,117-69.6% | $71,086-86.3% | $64,186-84.8% |
| Participation rate | 24.0% | 42.7%-18.7pp | 54.7%-30.7pp | 69.6%-45.6pp |
| Annual return | -6.99% | -5.57%-1.4pp | 650.59%-657.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $297 | $712-58.3% | $1,088-72.7% | $2,381-87.5% |
| Participant deferral / active EE | $814 | $1,263-35.6% | $1,874-56.6% | $3,470-76.5% |
| Admin fee / account holder | $15 | $2,759-99.5% | $3,082-99.5% | $4,888-99.7% |