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 | $84,969 | $44,103+92.7% | $75,826+12.1% | $64,186+32.4% |
| Participation rate | 45.7% | 62.7%-17.0pp | 68.2%-22.5pp | 69.6%-23.9pp |
| Annual return | -4.06% | -4.72%+0.7pp | 1914.15%-1918.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,538 | $2,204-30.2% | $2,862-46.3% | $3,470-55.7% |
| Admin fee / account holder | $257 | $3,506-92.7% | $4,726-94.6% | $4,888-94.7% |