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 | $24,168 | $97,757-75.3% | $83,848-71.2% | $135,375-82.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -7.91% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,040 | $4,222-75.4% | $3,631-71.4% | $4,779-78.2% |
| Participant deferral / active EE | $1,201 | $4,682-74.4% | $4,082-70.6% | $5,609-78.6% |
| Admin fee / account holder | $268 | $6,674-96.0% | $5,478-95.1% | $10,827-97.5% |