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 | $24,619 | $60,124-59.1% | $90,404-72.8% | $79,858-69.2% |
| Participation rate | 64.6% | 65.0%-0.4pp | 72.7%-8.1pp | 69.6%-5.0pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $871 | $2,068-57.9% | $3,262-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $1,396 | $2,938-52.5% | $3,963-64.8% | $3,740-62.7% |
| Admin fee / account holder | $49 | $3,976-98.8% | $5,611-99.1% | $5,306-99.1% |