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 | $34,817 | $152,509-77.2% | $117,472-70.4% | $134,475-74.1% |
| Participation rate | 42.9% | 77.1%-34.2pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -14.34% | 52.99%-67.3pp | 29.74%-44.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $744 | $5,571-86.6% | $4,176-82.2% | $4,740-84.3% |
| Participant deferral / active EE | $1,064 | $4,818-77.9% | $4,070-73.9% | $6,400-83.4% |
| Admin fee / account holder | $168 | $7,004-97.6% | $5,645-97.0% | $11,426-98.5% |