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 | $66,032 | $138,065-52.2% | $123,544-46.6% | $135,375-51.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -1.57% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,224 | $5,151-37.4% | $4,628-30.3% | $4,779-32.5% |
| Participant deferral / active EE | $7,400 | $6,799+8.8% | $6,426+15.2% | $5,609+31.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |