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 | $74,364 | $57,354+29.7% | $83,848-11.3% | $64,186+15.9% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -2.76% | 11.38%-14.1pp | 850.88%-853.6pp | 7.63%-10.4pp |
| Employer contribution / active EE | $898 | $2,545-64.7% | $3,631-75.3% | $2,381-62.3% |
| Participant deferral / active EE | $4,243 | $2,993+41.8% | $4,082+4.0% | $3,470+22.3% |
| Admin fee / account holder | $58 | $4,046-98.6% | $5,478-98.9% | $4,888-98.8% |