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 | $63,894 | $180,449-64.6% | $154,107-58.5% | $135,375-52.8% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -4.18% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,778 | $6,035-70.5% | $5,298-66.4% | $4,779-62.8% |
| Participant deferral / active EE | $6,130 | $5,806+5.6% | $5,081+20.7% | $5,609+9.3% |
| Admin fee / account holder | $75 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |