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 | $34,617 | $30,732+12.6% | $59,496-41.8% | $59,632-41.9% |
| Participation rate | 55.7% | 43.2%+12.5pp | 54.6%+1.2pp | 68.7%-13.0pp |
| Annual return | -1.86% | 4.47%-6.3pp | 182.05%-183.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $625 | $631-0.9% | $1,153-45.8% | $2,203-71.6% |
| Participant deferral / active EE | $1,324 | $1,183+11.9% | $1,829-27.6% | $3,192-58.5% |
| Admin fee / account holder | $86 | $2,136-96.0% | $2,232-96.1% | $4,297-98.0% |