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 | $36,891 | $190,805-80.7% | $159,960-76.9% | $134,475-72.6% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -18.23% | 552.23%-570.5pp | 408.60%-426.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,228 | $4,995-75.4% | $4,226-71.0% | $4,740-74.1% |
| Participant deferral / active EE | $2,878 | $6,923-58.4% | $6,182-53.4% | $6,400-55.0% |
| Admin fee / account holder | $82 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |