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 | $42,261 | $140,578-69.9% | $100,671-58.0% | $125,391-66.3% |
| Participation rate | 29.4% | 80.4%-51.0pp | 70.7%-41.3pp | 83.2%-53.8pp |
| Annual return | -2.11% | 24.67%-26.8pp | 20.43%-22.5pp | 282.22%-284.3pp |
| Employer contribution / active EE | $696 | $5,965-88.3% | $4,012-82.6% | $4,866-85.7% |
| Participant deferral / active EE | $1,285 | $3,981-67.7% | $3,144-59.1% | $5,352-76.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |