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 9-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 | $41,498 | $75,828-45.3% | $147,614-71.9% | $59,632-30.4% |
| Participation rate | 45.0% | 71.6%-26.6pp | 84.6%-39.6pp | 68.7%-23.7pp |
| Annual return | -1.53% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,301 | $3,485-62.7% | $5,564-76.6% | $2,203-40.9% |
| Participant deferral / active EE | $3,026 | $3,130-3.3% | $4,895-38.2% | $3,192-5.2% |
| Admin fee / account holder | $137 | $5,985-97.7% | $11,611-98.8% | $4,297-96.8% |