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 | $58,398 | $138,065-57.7% | $123,544-52.7% | $135,375-56.9% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -5.84% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,237 | $5,151-76.0% | $4,628-73.3% | $4,779-74.1% |
| Participant deferral / active EE | $5,127 | $6,799-24.6% | $6,426-20.2% | $5,609-8.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |