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 | $60,220 | $127,386-52.7% | $115,037-47.7% | $125,391-52.0% |
| Participation rate | 43.8% | 84.2%-40.4pp | 81.4%-37.6pp | 83.2%-39.4pp |
| Annual return | -0.16% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,150 | $5,166-77.7% | $4,608-75.0% | $4,866-76.4% |
| Participant deferral / active EE | $4,311 | $6,423-32.9% | $6,026-28.5% | $5,352-19.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |