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 | $54,653 | $197,825-72.4% | $155,790-64.9% | $125,391-56.4% |
| Participation rate | 25.0% | 82.1%-57.1pp | 76.1%-51.1pp | 83.2%-58.2pp |
| Annual return | -0.53% | 86.74%-87.3pp | 71.54%-72.1pp | 282.22%-282.8pp |
| Employer contribution / active EE | $701 | $4,847-85.5% | $3,836-81.7% | $4,866-85.6% |
| Participant deferral / active EE | $3,519 | $5,630-37.5% | $4,797-26.6% | $5,352-34.2% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |