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 | $27,254 | $42,383-35.7% | $76,523-64.4% | $64,186-57.5% |
| Participation rate | 58.8% | 58.1%+0.7pp | 68.0%-9.2pp | 69.6%-10.7pp |
| Annual return | -7.35% | -16.54%+9.2pp | -0.27%-7.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $634 | $1,563-59.5% | $2,647-76.1% | $2,381-73.4% |
| Participant deferral / active EE | $1,479 | $2,566-42.4% | $3,835-61.4% | $3,470-57.4% |
| Admin fee / account holder | $5 | $3,198-99.8% | $4,848-99.9% | $4,888-99.9% |