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 | $21,311 | $76,000-72.0% | $154,107-86.2% | $64,186-66.8% |
| Participation rate | 36.1% | 70.4%-34.3pp | 83.0%-46.9pp | 69.6%-33.5pp |
| Annual return | -5.41% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,572 | $3,175-19.0% | $5,081-49.4% | $3,470-25.9% |
| Admin fee / account holder | $239 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |