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 | $24,510 | $44,103-44.4% | $75,826-67.7% | $64,186-61.8% |
| Participation rate | 28.6% | 62.7%-34.2pp | 68.2%-39.6pp | 69.6%-41.0pp |
| Annual return | -7.18% | -4.72%-2.5pp | 1914.15%-1921.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $957 | $2,204-56.6% | $2,862-66.6% | $3,470-72.4% |
| Admin fee / account holder | $29 | $3,506-99.2% | $4,726-99.4% | $4,888-99.4% |