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 | $111,591 | $180,449-38.2% | $154,107-27.6% | $135,375-17.6% |
| Participation rate | 42.1% | 87.4%-45.3pp | 83.0%-40.9pp | 82.6%-40.5pp |
| Annual return | -6.88% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,555 | $6,035-74.2% | $5,298-70.6% | $4,779-67.5% |
| Participant deferral / active EE | $3,605 | $5,806-37.9% | $5,081-29.0% | $5,609-35.7% |
| Admin fee / account holder | $55 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |