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 | $82,965 | $168,632-50.8% | $147,614-43.8% | $125,391-33.8% |
| Participation rate | 58.3% | 88.8%-30.4pp | 84.6%-26.3pp | 83.2%-24.9pp |
| Annual return | -1.09% | 77.65%-78.7pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,307 | $6,252-63.1% | $5,564-58.5% | $4,866-52.6% |
| Participant deferral / active EE | $3,837 | $5,507-30.3% | $4,895-21.6% | $5,352-28.3% |
| Admin fee / account holder | $116 | $13,580-99.1% | $11,611-99.0% | $9,540-98.8% |