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 | $29,458 | $90,600-67.5% | $79,464-62.9% | $135,375-78.2% |
| Participation rate | 57.9% | 76.0%-18.2pp | 73.3%-15.5pp | 82.6%-24.7pp |
| Annual return | -6.65% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $779 | $3,068-74.6% | $2,800-72.2% | $4,779-83.7% |
| Participant deferral / active EE | $3,333 | $4,050-17.7% | $3,704-10.0% | $5,609-40.6% |
| Admin fee / account holder | $239 | $5,907-95.9% | $5,113-95.3% | $10,827-97.8% |