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 9-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 | $27,198 | $97,757-72.2% | $83,848-67.6% | $135,375-79.9% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -4.59% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,059 | $4,222-74.9% | $3,631-70.8% | $4,779-77.8% |
| Participant deferral / active EE | $1,431 | $4,682-69.4% | $4,082-64.9% | $5,609-74.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |