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 | $37,248 | $87,540-57.4% | $75,781-50.8% | $125,391-70.3% |
| Participation rate | 40.0% | 80.2%-40.2pp | 75.8%-35.8pp | 83.2%-43.2pp |
| Annual return | -3.42% | 13.48%-16.9pp | 9.68%-13.1pp | 282.22%-285.6pp |
| Employer contribution / active EE | $885 | $3,930-77.5% | $3,323-73.4% | $4,866-81.8% |
| Participant deferral / active EE | $1,930 | $4,229-54.4% | $3,651-47.1% | $5,352-63.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |