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 | $119,733 | $95,862+24.9% | $79,550+50.5% | $134,475-11.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -15.94% | -2.69%-13.2pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,067 | $3,128-65.9% | $2,413-55.8% | $4,740-77.5% |
| Participant deferral / active EE | $4,225 | $4,693-10.0% | $3,985+6.0% | $6,400-34.0% |
| Admin fee / account holder | $50 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |