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 | $74,783 | $95,971-22.1% | $74,550+0.3% | $135,375-44.8% |
| Participation rate | 36.4% | 75.7%-39.3pp | 69.1%-32.8pp | 82.6%-46.3pp |
| Annual return | -1.63% | 56.96%-58.6pp | 32.53%-34.2pp | 519.73%-521.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,256 | $3,843-15.3% | $3,108+4.8% | $5,609-41.9% |
| Admin fee / account holder | $194 | $6,522-97.0% | $5,060-96.2% | $10,827-98.2% |