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 | $87,831 | $138,065-36.4% | $123,544-28.9% | $135,375-35.1% |
| Participation rate | 28.6% | 84.7%-56.2pp | 82.3%-53.7pp | 82.6%-54.1pp |
| Annual return | -5.94% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,873 | $6,799-57.7% | $6,426-55.3% | $5,609-48.8% |
| Admin fee / account holder | $190 | $10,916-98.3% | $9,284-98.0% | $10,827-98.2% |