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 | $67,330 | $95,971-29.8% | $74,550-9.7% | $135,375-50.3% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -4.60% | 56.96%-61.6pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $669 | $2,716-75.4% | $1,961-65.9% | $4,779-86.0% |
| Participant deferral / active EE | $3,617 | $3,843-5.9% | $3,108+16.4% | $5,609-35.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |