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 | $34,205 | $27,641+23.7% | $61,373-44.3% | $68,494-50.1% |
| Participation rate | 35.3% | 39.5%-4.2pp | 52.6%-17.3pp | 67.9%-32.6pp |
| Annual return | -16.74% | -13.24%-3.5pp | 338.61%-355.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $502 | $695-27.9% | $1,159-56.7% | $2,596-80.7% |
| Participant deferral / active EE | $2,080 | $1,263+64.7% | $2,125-2.1% | $4,027-48.4% |
| Admin fee / account holder | $108 | $2,010-94.6% | $2,130-95.0% | $5,403-98.0% |