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 | $43,114 | $84,695-49.1% | $73,843-41.6% | $125,391-65.6% |
| Participation rate | 44.4% | 76.8%-32.3pp | 73.4%-29.0pp | 83.2%-38.7pp |
| Annual return | -1.46% | 3123.53%-3125.0pp | 2267.84%-2269.3pp | 282.22%-283.7pp |
| Employer contribution / active EE | $265 | $3,123-91.5% | $2,787-90.5% | $4,866-94.6% |
| Participant deferral / active EE | $2,420 | $3,992-39.4% | $3,583-32.5% | $5,352-54.8% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |