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 | $98,318 | $72,404+35.8% | $110,238-10.8% | $64,186+53.2% |
| Participation rate | 55.2% | 73.3%-18.2pp | 79.8%-24.6pp | 69.6%-14.4pp |
| Annual return | -2.37% | -6.29%+3.9pp | 314.74%-317.1pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,143 | $2,282-49.9% | $3,826-70.1% | $2,381-52.0% |
| Participant deferral / active EE | $1,763 | $3,469-49.2% | $4,672-62.3% | $3,470-49.2% |
| Admin fee / account holder | $184 | $5,664-96.8% | $8,547-97.9% | $4,888-96.2% |