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 | $127,996 | $180,449-29.1% | $154,107-16.9% | $135,375-5.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.06% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,248 | $6,035-46.2% | $5,298-38.7% | $4,779-32.0% |
| Participant deferral / active EE | $6,556 | $5,806+12.9% | $5,081+29.0% | $5,609+16.9% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |