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 | $55,779 | $97,757-42.9% | $83,848-33.5% | $135,375-58.8% |
| Participation rate | 56.5% | 80.0%-23.4pp | 76.1%-19.6pp | 82.6%-26.1pp |
| Annual return | -6.32% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,743 | $4,682-41.4% | $4,082-32.8% | $5,609-51.1% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |