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 | $82,423 | $158,817-48.1% | $121,196-32.0% | $135,375-39.1% |
| Participation rate | 53.3% | 79.3%-26.0pp | 71.7%-18.4pp | 82.6%-29.3pp |
| Annual return | -6.06% | -0.64%-5.4pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,966 | $5,665-65.3% | $4,022-51.1% | $4,779-58.8% |
| Participant deferral / active EE | $3,101 | $4,005-22.6% | $3,344-7.3% | $5,609-44.7% |
| Admin fee / account holder | $5 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |