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 | $63,272 | $190,805-66.8% | $159,960-60.4% | $134,475-52.9% |
| Participation rate | 63.6% | 81.9%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -19.85% | 552.23%-572.1pp | 408.60%-428.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,288 | $4,995-74.2% | $4,226-69.5% | $4,740-72.8% |
| Participant deferral / active EE | $4,012 | $6,923-42.1% | $6,182-35.1% | $6,400-37.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |