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 | $44,525 | $76,000-41.4% | $154,107-71.1% | $64,186-30.6% |
| Participation rate | 19.2% | 70.4%-51.2pp | 83.0%-63.9pp | 69.6%-50.4pp |
| Annual return | -4.34% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,353 | $3,175-57.4% | $5,081-73.4% | $3,470-61.0% |
| Admin fee / account holder | $255 | $5,596-95.4% | $13,411-98.1% | $4,888-94.8% |