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 | $89,155 | $152,509-41.5% | $117,472-24.1% | $134,475-33.7% |
| Participation rate | 44.4% | 77.1%-32.6pp | 70.6%-26.1pp | 81.2%-36.8pp |
| Annual return | -16.72% | 52.99%-69.7pp | 29.74%-46.5pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,712 | $5,571-51.3% | $4,176-35.1% | $4,740-42.8% |
| Participant deferral / active EE | $5,172 | $4,818+7.3% | $4,070+27.1% | $6,400-19.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |