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 | $62,470 | $92,703-32.6% | $82,719-24.5% | $134,475-53.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.93% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,262 | $3,274-61.4% | $3,009-58.0% | $4,740-73.4% |
| Participant deferral / active EE | $5,886 | $4,802+22.6% | $4,395+33.9% | $6,400-8.0% |
| Admin fee / account holder | $181 | $5,983-97.0% | $5,329-96.6% | $11,426-98.4% |