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 | $35,876 | $138,065-74.0% | $123,544-71.0% | $135,375-73.5% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -7.22% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,445 | $5,151-71.9% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $5,095 | $6,799-25.1% | $6,426-20.7% | $5,609-9.2% |
| Admin fee / account holder | $66 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |