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 | $64,724 | $97,757-33.8% | $83,848-22.8% | $135,375-52.2% |
| Participation rate | 43.5% | 80.0%-36.5pp | 76.1%-32.7pp | 82.6%-39.2pp |
| Annual return | -7.27% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $804 | $4,222-80.9% | $3,631-77.8% | $4,779-83.2% |
| Participant deferral / active EE | $3,450 | $4,682-26.3% | $4,082-15.5% | $5,609-38.5% |
| Admin fee / account holder | $10 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |