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 | $41,387 | $72,177-42.7% | $115,037-64.0% | $59,632-30.6% |
| Participation rate | 46.3% | 72.6%-26.3pp | 81.4%-35.1pp | 68.7%-22.4pp |
| Annual return | -1.06% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,673 | $4,783+18.6% | $6,026-5.9% | $3,192+77.8% |
| Admin fee / account holder | $20 | $4,927-99.6% | $8,175-99.8% | $4,297-99.5% |