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 | $37,763 | $91,538-58.7% | $129,995-71.0% | $75,163-49.8% |
| Participation rate | 40.6% | 71.4%-30.8pp | 78.5%-37.9pp | 67.2%-26.6pp |
| Annual return | 19.86% | -631.11%+651.0pp | -137.18%+157.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,713 | $2,845-39.8% | $4,320-60.3% | $2,670-35.8% |
| Participant deferral / active EE | $4,598 | $4,341+5.9% | $5,820-21.0% | $4,125+11.5% |
| Admin fee / account holder | $72 | $6,790-98.9% | $10,614-99.3% | $5,651-98.7% |