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 | $78,804 | $92,703-15.0% | $82,719-4.7% | $134,475-41.4% |
| Participation rate | 47.6% | 75.2%-27.6pp | 72.6%-24.9pp | 81.2%-33.6pp |
| Annual return | -17.33% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $968 | $3,274-70.4% | $3,009-67.8% | $4,740-79.6% |
| Participant deferral / active EE | $3,143 | $4,802-34.6% | $4,395-28.5% | $6,400-50.9% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |