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 | $15,397 | $90,600-83.0% | $79,464-80.6% | $135,375-88.6% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -2.98% | 977.43%-980.4pp | 718.14%-721.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $496 | $3,068-83.8% | $2,800-82.3% | $4,779-89.6% |
| Participant deferral / active EE | $1,316 | $4,050-67.5% | $3,704-64.5% | $5,609-76.5% |
| Admin fee / account holder | $56 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |