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 | $27,873 | $42,548-34.5% | $74,550-62.6% | $56,287-50.5% |
| Participation rate | 68.6% | 60.5%+8.2pp | 69.1%-0.5pp | 69.9%-1.2pp |
| Annual return | -6.57% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,658 | $855+93.9% | $1,961-15.5% | $2,111-21.5% |
| Participant deferral / active EE | $3,156 | $2,277+38.6% | $3,108+1.5% | $3,350-5.8% |
| Admin fee / account holder | $112 | $467-76.0% | $5,060-97.8% | $521-78.5% |