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 | $62,094 | $97,757-36.5% | $83,848-25.9% | $135,375-54.1% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -9.60% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,443 | $4,222-65.8% | $3,631-60.3% | $4,779-69.8% |
| Participant deferral / active EE | $4,893 | $4,682+4.5% | $4,082+19.9% | $5,609-12.8% |
| Admin fee / account holder | $300 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |