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 | $32,105 | $99,032-67.6% | $80,019-59.9% | $135,375-76.3% |
| Participation rate | 43.8% | 78.4%-34.6pp | 75.8%-32.1pp | 82.6%-38.9pp |
| Annual return | -8.88% | 15.39%-24.3pp | 11.22%-20.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,423 | $3,043-53.2% | $2,468-42.3% | $4,779-70.2% |
| Participant deferral / active EE | $2,927 | $4,282-31.6% | $3,686-20.6% | $5,609-47.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |