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 | $23,317 | $142,344-83.6% | $119,609-80.5% | $134,475-82.7% |
| Participation rate | 45.0% | 82.8%-37.8pp | 79.3%-34.3pp | 81.2%-36.2pp |
| Annual return | -0.82% | -12.44%+11.6pp | -14.97%+14.1pp | 417.96%-418.8pp |
| Employer contribution / active EE | $1,498 | $5,222-71.3% | $4,232-64.6% | $4,740-68.4% |
| Participant deferral / active EE | $4,153 | $6,469-35.8% | $5,602-25.9% | $6,400-35.1% |
| Admin fee / account holder | $72 | $13,584-99.5% | $10,323-99.3% | $11,426-99.4% |