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 | $11,564 | $90,600-87.2% | $79,464-85.4% | $135,375-91.5% |
| Participation rate | 41.7% | 76.0%-34.4pp | 73.3%-31.7pp | 82.6%-41.0pp |
| Annual return | -6.37% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $539 | $3,068-82.4% | $2,800-80.8% | $4,779-88.7% |
| Participant deferral / active EE | $1,839 | $4,050-54.6% | $3,704-50.4% | $5,609-67.2% |
| Admin fee / account holder | $121 | $5,907-97.9% | $5,113-97.6% | $10,827-98.9% |