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 | $28,347 | $97,757-71.0% | $83,848-66.2% | $135,375-79.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -6.61% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,485 | $4,222-41.1% | $3,631-31.6% | $4,779-48.0% |
| Participant deferral / active EE | $3,120 | $4,682-33.4% | $4,082-23.6% | $5,609-44.4% |
| Admin fee / account holder | $43 | $6,674-99.4% | $5,478-99.2% | $10,827-99.6% |