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 9-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 | $56,401 | $90,600-37.7% | $79,464-29.0% | $135,375-58.3% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -6.10% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $553 | $3,068-82.0% | $2,800-80.3% | $4,779-88.4% |
| Participant deferral / active EE | $2,976 | $4,050-26.5% | $3,704-19.7% | $5,609-46.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |