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 | $20,777 | $39,162-46.9% | $100,671-79.4% | $59,632-65.2% |
| Participation rate | 50.0% | 55.9%-5.9pp | 70.7%-20.7pp | 68.7%-18.7pp |
| Annual return | -0.40% | 21.07%-21.5pp | 20.43%-20.8pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $624 | $1,151-45.8% | $4,012-84.5% | $2,203-71.7% |
| Participant deferral / active EE | $981 | $1,992-50.8% | $3,144-68.8% | $3,192-69.3% |
| Admin fee / account holder | $92 | $2,969-96.9% | $4,850-98.1% | $4,297-97.9% |