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 | $12,552 | $32,117-60.9% | $71,086-82.3% | $64,186-80.4% |
| Participation rate | 53.0% | 42.7%+10.3pp | 54.7%-1.6pp | 69.6%-16.5pp |
| Annual return | -8.15% | -5.57%-2.6pp | 650.59%-658.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $546 | $712-23.4% | $1,088-49.8% | $2,381-77.1% |
| Participant deferral / active EE | $790 | $1,263-37.5% | $1,874-57.9% | $3,470-77.2% |
| Admin fee / account holder | $183 | $2,759-93.4% | $3,082-94.1% | $4,888-96.3% |