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 8-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 | $34,452 | $45,566-24.4% | $64,105-46.3% | $59,632-42.2% |
| Participation rate | 41.2% | 60.2%-19.0pp | 68.2%-27.0pp | 68.7%-27.5pp |
| Annual return | -2.35% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,001 | $2,057-2.7% | $2,822-29.1% | $3,192-37.3% |
| Admin fee / account holder | $299 | $3,268-90.9% | $4,499-93.4% | $4,297-93.0% |