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 | $43,018 | $61,774-30.4% | $97,226-55.8% | $80,856-46.8% |
| Participation rate | 44.0% | 63.5%-19.5pp | 72.7%-28.7pp | 67.6%-23.6pp |
| Annual return | 16.29% | -557.90%+574.2pp | 75.13%-58.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $726 | $1,837-60.5% | $2,729-73.4% | $2,755-73.6% |
| Participant deferral / active EE | $1,827 | $3,029-39.7% | $4,264-57.1% | $4,296-57.5% |
| Admin fee / account holder | $127 | $5,166-97.5% | $5,654-97.8% | $6,918-98.2% |