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 | $69,980 | $135,635-48.4% | $110,238-36.5% | $135,375-48.3% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.8%-26.5pp | 82.6%-29.3pp |
| Annual return | -8.11% | 513.19%-521.3pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,514 | $4,906-69.2% | $3,826-60.4% | $4,779-68.3% |
| Participant deferral / active EE | $4,294 | $5,506-22.0% | $4,672-8.1% | $5,609-23.4% |
| Admin fee / account holder | $9 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |