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 | $39,977 | $135,635-70.5% | $110,238-63.7% | $135,375-70.5% |
| Participation rate | 65.2% | 83.5%-18.2pp | 79.8%-14.6pp | 82.6%-17.4pp |
| Annual return | -4.79% | 513.19%-518.0pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,580 | $4,906-47.4% | $3,826-32.6% | $4,779-46.0% |
| Participant deferral / active EE | $3,861 | $5,506-29.9% | $4,672-17.4% | $5,609-31.2% |
| Admin fee / account holder | $67 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |