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 | $123,317 | $152,509-19.1% | $117,472+5.0% | $134,475-8.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -16.99% | 52.99%-70.0pp | 29.74%-46.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,198 | $5,571-78.5% | $4,176-71.3% | $4,740-74.7% |
| Participant deferral / active EE | $4,726 | $4,818-1.9% | $4,070+16.1% | $6,400-26.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |