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 | $25,929 | $54,350-52.3% | $82,719-68.7% | $68,494-62.1% |
| Participation rate | 34.6% | 63.9%-29.3pp | 72.6%-37.9pp | 67.9%-33.3pp |
| Annual return | -9.43% | -13.67%+4.2pp | 701.18%-710.6pp | -7.84%-1.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,278 | $3,246-29.8% | $4,395-48.2% | $4,027-43.4% |
| Admin fee / account holder | $178 | $4,395-96.0% | $5,329-96.7% | $5,403-96.7% |