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 | $52,479 | $30,732+70.8% | $59,496-11.8% | $59,632-12.0% |
| Participation rate | 9.1% | 43.2%-34.1pp | 54.6%-45.5pp | 68.7%-59.6pp |
| Annual return | 0.89% | 4.47%-3.6pp | 182.05%-181.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $214 | $631-66.0% | $1,153-81.4% | $2,203-90.3% |
| Participant deferral / active EE | $777 | $1,183-34.3% | $1,829-57.5% | $3,192-75.7% |
| Admin fee / account holder | $150 | $2,136-93.0% | $2,232-93.3% | $4,297-96.5% |