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 | $35,197 | $75,828-53.6% | $147,614-76.2% | $59,632-41.0% |
| Participation rate | 60.8% | 71.6%-10.8pp | 84.6%-23.9pp | 68.7%-7.9pp |
| Annual return | -0.69% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,479 | $3,485-57.6% | $5,564-73.4% | $2,203-32.9% |
| Participant deferral / active EE | $1,991 | $3,130-36.4% | $4,895-59.3% | $3,192-37.6% |
| Admin fee / account holder | $214 | $5,985-96.4% | $11,611-98.2% | $4,297-95.0% |