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 | $29,890 | $84,695-64.7% | $73,843-59.5% | $125,391-76.2% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -3.15% | 3123.53%-3126.7pp | 2267.84%-2271.0pp | 282.22%-285.4pp |
| Employer contribution / active EE | $931 | $3,123-70.2% | $2,787-66.6% | $4,866-80.9% |
| Participant deferral / active EE | $3,724 | $3,992-6.7% | $3,583+3.9% | $5,352-30.4% |
| Admin fee / account holder | $38 | $5,691-99.3% | $4,880-99.2% | $9,540-99.6% |