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 | $84,474 | $83,908+0.7% | $68,509+23.3% | $125,391-32.6% |
| Participation rate | 53.8% | 78.2%-24.3pp | 74.7%-20.9pp | 83.2%-29.3pp |
| Annual return | -0.25% | 14.48%-14.7pp | 8.27%-8.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,463 | $3,031-51.7% | $2,278-35.8% | $4,866-69.9% |
| Participant deferral / active EE | $2,976 | $4,125-27.8% | $3,382-12.0% | $5,352-44.4% |
| Admin fee / account holder | $50 | $8,982-99.4% | $5,275-99.0% | $9,540-99.5% |