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 | $85,918 | $138,044-37.8% | $125,339-31.5% | $134,475-36.1% |
| Participation rate | 21.7% | 84.5%-62.7pp | 82.4%-60.6pp | 81.2%-59.5pp |
| Annual return | -20.67% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,323 | $5,243-74.8% | $4,814-72.5% | $4,740-72.1% |
| Participant deferral / active EE | $3,635 | $7,799-53.4% | $7,446-51.2% | $6,400-43.2% |
| Admin fee / account holder | $24 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |