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 | $187,998 | $138,065+36.2% | $123,544+52.2% | $135,375+38.9% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -5.86% | 153.68%-159.5pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,971 | $5,151-61.7% | $4,628-57.4% | $4,779-58.8% |
| Participant deferral / active EE | $6,547 | $6,799-3.7% | $6,426+1.9% | $5,609+16.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |