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 | $43,636 | $75,828-42.5% | $147,614-70.4% | $59,632-26.8% |
| Participation rate | 55.2% | 71.6%-16.4pp | 84.6%-29.4pp | 68.7%-13.5pp |
| Annual return | -0.89% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,046 | $3,485-70.0% | $5,564-81.2% | $2,203-52.5% |
| Participant deferral / active EE | $1,529 | $3,130-51.1% | $4,895-68.8% | $3,192-52.1% |
| Admin fee / account holder | $89 | $5,985-98.5% | $11,611-99.2% | $4,297-97.9% |