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 | $41,301 | $87,540-52.8% | $75,781-45.5% | $125,391-67.1% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | 1.20% | 13.48%-12.3pp | 9.68%-8.5pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,335 | $3,930-66.0% | $3,323-59.8% | $4,866-72.6% |
| Participant deferral / active EE | $1,536 | $4,229-63.7% | $3,651-57.9% | $5,352-71.3% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |