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 | $118,088 | $197,825-40.3% | $155,790-24.2% | $125,391-5.8% |
| Participation rate | 28.6% | 82.1%-53.5pp | 76.1%-47.5pp | 83.2%-54.6pp |
| Annual return | -3.37% | 86.74%-90.1pp | 71.54%-74.9pp | 282.22%-285.6pp |
| Employer contribution / active EE | $635 | $4,847-86.9% | $3,836-83.4% | $4,866-86.9% |
| Participant deferral / active EE | $3,564 | $5,630-36.7% | $4,797-25.7% | $5,352-33.4% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |