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 | $64,061 | $138,065-53.6% | $123,544-48.1% | $135,375-52.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -0.25% | 153.68%-153.9pp | 119.20%-119.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,373 | $5,151-73.4% | $4,628-70.3% | $4,779-71.3% |
| Participant deferral / active EE | $2,314 | $6,799-66.0% | $6,426-64.0% | $5,609-58.7% |
| Admin fee / account holder | $125 | $10,916-98.9% | $9,284-98.7% | $10,827-98.8% |