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 | $80,132 | $97,757-18.0% | $83,848-4.4% | $135,375-40.8% |
| Participation rate | 47.4% | 80.0%-32.6pp | 76.1%-28.8pp | 82.6%-35.3pp |
| Annual return | -7.14% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,131 | $4,222-73.2% | $3,631-68.8% | $4,779-76.3% |
| Participant deferral / active EE | $3,222 | $4,682-31.2% | $4,082-21.1% | $5,609-42.5% |
| Admin fee / account holder | $116 | $6,674-98.3% | $5,478-97.9% | $10,827-98.9% |