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 | $58,890 | $56,199+4.8% | $67,652-13.0% | $59,632-1.2% |
| Participation rate | 54.5% | 71.5%-16.9pp | 75.7%-21.1pp | 68.7%-14.1pp |
| Annual return | -0.03% | 18505.31%-18505.3pp | 6625.04%-6625.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,776 | $2,844+173.5% | $3,560+118.5% | $3,192+143.7% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |