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 | $39,227 | $99,032-60.4% | $80,019-51.0% | $135,375-71.0% |
| Participation rate | 47.4% | 78.4%-31.0pp | 75.8%-28.5pp | 82.6%-35.3pp |
| Annual return | -7.69% | 15.39%-23.1pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,311 | $3,043-56.9% | $2,468-46.9% | $4,779-72.6% |
| Participant deferral / active EE | $1,489 | $4,282-65.2% | $3,686-59.6% | $5,609-73.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |