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 | $30,876 | $48,274-36.0% | $63,517-51.4% | $59,632-48.2% |
| Participation rate | 25.5% | 66.3%-40.8pp | 71.0%-45.5pp | 68.7%-43.1pp |
| Annual return | -2.02% | -240.79%+238.8pp | -70.30%+68.3pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $398 | $1,586-74.9% | $2,322-82.9% | $2,203-81.9% |
| Participant deferral / active EE | $946 | $2,343-59.6% | $2,953-68.0% | $3,192-70.3% |
| Admin fee / account holder | $230 | $3,600-93.6% | $5,892-96.1% | $4,297-94.6% |