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 3-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 | $11,851 | $61,774-80.8% | $97,226-87.8% | $80,856-85.3% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.7%-22.7pp | 67.6%-17.6pp |
| Annual return | 24.54% | -557.90%+582.4pp | 75.13%-50.6pp | 35.59%-11.1pp |
| Employer contribution / active EE | $930 | $1,837-49.4% | $2,729-65.9% | $2,755-66.2% |
| Participant deferral / active EE | $3,287 | $3,029+8.5% | $4,264-22.9% | $4,296-23.5% |
| Admin fee / account holder | $175 | $5,166-96.6% | $5,654-96.9% | $6,918-97.5% |