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 | $36,831 | $43,723-15.8% | $121,196-69.6% | $64,186-42.6% |
| Participation rate | 48.3% | 58.3%-10.0pp | 71.7%-23.5pp | 69.6%-21.3pp |
| Annual return | -5.97% | 68.91%-74.9pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,351 | $2,280+47.0% | $3,344+0.2% | $3,470-3.4% |
| Admin fee / account holder | $8 | $3,501-99.8% | $5,019-99.8% | $4,888-99.8% |