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 | $64,854 | $85,790-24.4% | $67,313-3.7% | $135,375-52.1% |
| Participation rate | 52.6% | 76.5%-23.8pp | 69.1%-16.4pp | 82.6%-30.0pp |
| Annual return | -8.43% | -0.54%-7.9pp | -4.08%-4.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,618 | $3,487-53.6% | $2,566-37.0% | $4,779-66.2% |
| Participant deferral / active EE | $4,225 | $4,651-9.2% | $3,568+18.4% | $5,609-24.7% |
| Admin fee / account holder | $114 | $6,392-98.2% | $4,507-97.5% | $10,827-99.0% |