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 | $75,113 | $99,032-24.2% | $80,019-6.1% | $135,375-44.5% |
| Participation rate | 40.0% | 78.4%-38.4pp | 75.8%-35.8pp | 82.6%-42.6pp |
| Annual return | -6.17% | 15.39%-21.6pp | 11.22%-17.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,382 | $3,043-54.6% | $2,468-44.0% | $4,779-71.1% |
| Participant deferral / active EE | $3,082 | $4,282-28.0% | $3,686-16.4% | $5,609-45.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |