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 | $60,593 | $138,065-56.1% | $123,544-51.0% | $135,375-55.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -8.05% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,267 | $5,151-75.4% | $4,628-72.6% | $4,779-73.5% |
| Participant deferral / active EE | $3,511 | $6,799-48.4% | $6,426-45.4% | $5,609-37.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |