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 | $34,940 | $76,000-54.0% | $154,107-77.3% | $64,186-45.6% |
| Participation rate | 36.7% | 70.4%-33.7pp | 83.0%-46.3pp | 69.6%-32.8pp |
| Annual return | -7.59% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,911 | $3,175-39.8% | $5,081-62.4% | $3,470-44.9% |
| Admin fee / account holder | $29 | $5,596-99.5% | $13,411-99.8% | $4,888-99.4% |