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 | $69,791 | $45,152+54.6% | $73,843-5.5% | $59,632+17.0% |
| Participation rate | 36.8% | 64.0%-27.2pp | 73.4%-36.6pp | 68.7%-31.8pp |
| Annual return | -1.70% | 27.40%-29.1pp | 2267.84%-2269.5pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $919 | $1,902-51.7% | $2,787-67.0% | $2,203-58.3% |
| Participant deferral / active EE | $2,028 | $2,574-21.2% | $3,583-43.4% | $3,192-36.4% |
| Admin fee / account holder | $74 | $3,516-97.9% | $4,880-98.5% | $4,297-98.3% |