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 | $193,742 | $138,065+40.3% | $123,544+56.8% | $135,375+43.1% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -6.46% | 153.68%-160.1pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,693 | $5,151-47.7% | $4,628-41.8% | $4,779-43.7% |
| Participant deferral / active EE | $6,957 | $6,799+2.3% | $6,426+8.3% | $5,609+24.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |