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 | $141,960 | $75,828+87.2% | $147,614-3.8% | $59,632+138.1% |
| Participation rate | 24.3% | 71.6%-47.2pp | 84.6%-60.3pp | 68.7%-44.3pp |
| Annual return | -0.76% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,874 | $3,130-40.1% | $4,895-61.7% | $3,192-41.3% |
| Admin fee / account holder | $8 | $5,985-99.9% | $11,611-99.9% | $4,297-99.8% |