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 | $50,223 | $56,199-10.6% | $67,652-25.8% | $59,632-15.8% |
| Participation rate | 45.2% | 71.5%-26.2pp | 75.7%-30.4pp | 68.7%-23.4pp |
| Annual return | -2.12% | 18505.31%-18507.4pp | 6625.04%-6627.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $903 | $1,614-44.1% | $2,266-60.2% | $2,203-59.0% |
| Participant deferral / active EE | $1,560 | $2,844-45.1% | $3,560-56.2% | $3,192-51.1% |
| Admin fee / account holder | $152 | $3,958-96.2% | $4,821-96.9% | $4,297-96.5% |