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 | $30,508 | $135,635-77.5% | $110,238-72.3% | $135,375-77.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -4.40% | 513.19%-517.6pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,546 | $4,906-68.5% | $3,826-59.6% | $4,779-67.7% |
| Participant deferral / active EE | $3,775 | $5,506-31.4% | $4,672-19.2% | $5,609-32.7% |
| Admin fee / account holder | $26 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |