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 | $36,336 | $88,594-59.0% | $70,092-48.2% | $134,475-73.0% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -15.90% | 442.67%-458.6pp | 190.73%-206.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $619 | $3,233-80.9% | $2,559-75.8% | $4,740-86.9% |
| Participant deferral / active EE | $2,397 | $4,772-49.8% | $3,849-37.7% | $6,400-62.5% |
| Admin fee / account holder | $146 | $10,441-98.6% | $6,267-97.7% | $11,426-98.7% |