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 | $93,053 | $57,354+62.2% | $83,848+11.0% | $64,186+45.0% |
| Participation rate | 19.4% | 68.6%-49.3pp | 76.1%-56.8pp | 69.6%-50.2pp |
| Annual return | -5.80% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $860 | $2,545-66.2% | $3,631-76.3% | $2,381-63.9% |
| Participant deferral / active EE | $2,206 | $2,993-26.3% | $4,082-45.9% | $3,470-36.4% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |