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 | $17,613 | $45,152-61.0% | $73,843-76.1% | $59,632-70.5% |
| Participation rate | 35.7% | 64.0%-28.3pp | 73.4%-37.7pp | 68.7%-33.0pp |
| Annual return | -1.22% | 27.40%-28.6pp | 2267.84%-2269.1pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,810 | $2,574-29.7% | $3,583-49.5% | $3,192-43.3% |
| Admin fee / account holder | $52 | $3,516-98.5% | $4,880-98.9% | $4,297-98.8% |