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 | $56,021 | $85,790-34.7% | $67,313-16.8% | $135,375-58.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -4.63% | -0.54%-4.1pp | -4.08%-0.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,353 | $3,487-61.2% | $2,566-47.3% | $4,779-71.7% |
| Participant deferral / active EE | $4,385 | $4,651-5.7% | $3,568+22.9% | $5,609-21.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |