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 | $44,315 | $135,635-67.3% | $110,238-59.8% | $135,375-67.3% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -7.44% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,021 | $4,906-79.2% | $3,826-73.3% | $4,779-78.6% |
| Participant deferral / active EE | $3,741 | $5,506-32.1% | $4,672-19.9% | $5,609-33.3% |
| Admin fee / account holder | $31 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |