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 | $19,330 | $82,630-76.6% | $64,105-69.8% | $125,391-84.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -0.25% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $822 | $2,671-69.2% | $1,820-54.8% | $4,866-83.1% |
| Participant deferral / active EE | $1,346 | $3,608-62.7% | $2,822-52.3% | $5,352-74.8% |
| Admin fee / account holder | $212 | $6,382-96.7% | $4,499-95.3% | $9,540-97.8% |