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 | $50,527 | $64,307-21.4% | $57,343-11.9% | $125,391-59.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -2.31% | 25.12%-27.4pp | 24.39%-26.7pp | 282.22%-284.5pp |
| Employer contribution / active EE | $556 | $3,193-82.6% | $2,689-79.3% | $4,866-88.6% |
| Participant deferral / active EE | $1,883 | $3,848-51.1% | $3,162-40.4% | $5,352-64.8% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |