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 | $35,166 | $95,971-63.4% | $74,550-52.8% | $135,375-74.0% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -6.89% | 56.96%-63.9pp | 32.53%-39.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,292 | $2,716-52.4% | $1,961-34.1% | $4,779-73.0% |
| Participant deferral / active EE | $2,851 | $3,843-25.8% | $3,108-8.3% | $5,609-49.2% |
| Admin fee / account holder | $58 | $6,522-99.1% | $5,060-98.9% | $10,827-99.5% |