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 | $13,729 | $39,798-65.5% | $67,711-79.7% | $59,632-77.0% |
| Participation rate | 54.9% | 57.4%-2.5pp | 67.5%-12.6pp | 68.7%-13.8pp |
| Annual return | -3.01% | 89.94%-93.0pp | 25.41%-28.4pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,023 | $2,335-56.2% | $3,585-71.5% | $3,192-67.9% |
| Admin fee / account holder | $225 | $3,212-93.0% | $4,255-94.7% | $4,297-94.8% |