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 | $75,428 | $180,449-58.2% | $154,107-51.1% | $135,375-44.3% |
| Participation rate | 68.8% | 87.4%-18.7pp | 83.0%-14.3pp | 82.6%-13.9pp |
| Annual return | -6.39% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $8,302 | $6,035+37.6% | $5,298+56.7% | $4,779+73.7% |
| Participant deferral / active EE | $3,284 | $5,806-43.4% | $5,081-35.4% | $5,609-41.4% |
| Admin fee / account holder | $181 | $16,143-98.9% | $13,411-98.7% | $10,827-98.3% |