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 | $36,957 | $56,199-34.2% | $67,652-45.4% | $59,632-38.0% |
| Participation rate | 64.2% | 71.5%-7.3pp | 75.7%-11.5pp | 68.7%-4.5pp |
| Annual return | -1.89% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $900 | $1,614-44.3% | $2,266-60.3% | $2,203-59.2% |
| Participant deferral / active EE | $2,972 | $2,844+4.5% | $3,560-16.5% | $3,192-6.9% |
| Admin fee / account holder | $181 | $3,958-95.4% | $4,821-96.3% | $4,297-95.8% |