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 | $68,232 | $138,065-50.6% | $123,544-44.8% | $135,375-49.6% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -4.12% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,296 | $5,151-55.4% | $4,628-50.4% | $4,779-51.9% |
| Participant deferral / active EE | $6,406 | $6,799-5.8% | $6,426-0.3% | $5,609+14.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |