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 | $25,260 | $76,000-66.8% | $154,107-83.6% | $64,186-60.6% |
| Participation rate | 21.2% | 70.4%-49.2pp | 83.0%-61.8pp | 69.6%-48.4pp |
| Annual return | -2.22% | 30.32%-32.5pp | 735.12%-737.3pp | 7.63%-9.9pp |
| Employer contribution / active EE | $669 | $3,351-80.0% | $5,298-87.4% | $2,381-71.9% |
| Participant deferral / active EE | $1,503 | $3,175-52.7% | $5,081-70.4% | $3,470-56.7% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |