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 | $36,211 | $56,199-35.6% | $67,652-46.5% | $59,632-39.3% |
| Participation rate | 52.1% | 71.5%-19.4pp | 75.7%-23.6pp | 68.7%-16.6pp |
| Annual return | -0.40% | 18505.31%-18505.7pp | 6625.04%-6625.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $775 | $1,614-52.0% | $2,266-65.8% | $2,203-64.8% |
| Participant deferral / active EE | $1,617 | $2,844-43.1% | $3,560-54.6% | $3,192-49.3% |
| Admin fee / account holder | $98 | $3,958-97.5% | $4,821-98.0% | $4,297-97.7% |