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 | $69,037 | $99,032-30.3% | $80,019-13.7% | $135,375-49.0% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | -7.53% | 15.39%-22.9pp | 11.22%-18.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,381 | $3,043-54.6% | $2,468-44.0% | $4,779-71.1% |
| Participant deferral / active EE | $7,120 | $4,282+66.3% | $3,686+93.2% | $5,609+26.9% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |