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 | $13,208 | $39,798-66.8% | $67,711-80.5% | $59,632-77.9% |
| Participation rate | 23.5% | 57.4%-33.8pp | 67.5%-44.0pp | 68.7%-45.1pp |
| Annual return | -0.08% | 89.94%-90.0pp | 25.41%-25.5pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $497 | $1,393-64.3% | $2,559-80.6% | $2,203-77.4% |
| Participant deferral / active EE | $992 | $2,335-57.5% | $3,585-72.3% | $3,192-68.9% |
| Admin fee / account holder | $228 | $3,212-92.9% | $4,255-94.7% | $4,297-94.7% |