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 | $52,233 | $180,449-71.1% | $154,107-66.1% | $135,375-61.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -5.56% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,508 | $6,035-75.0% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $5,587 | $5,806-3.8% | $5,081+10.0% | $5,609-0.4% |
| Admin fee / account holder | $172 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |