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 9-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 | $24,650 | $138,065-82.1% | $123,544-80.0% | $135,375-81.8% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -2.33% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,313 | $5,151-74.5% | $4,628-71.6% | $4,779-72.5% |
| Participant deferral / active EE | $2,511 | $6,799-63.1% | $6,426-60.9% | $5,609-55.2% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |