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 | $57,129 | $138,065-58.6% | $123,544-53.8% | $135,375-57.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.74% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,622 | $5,151-68.5% | $4,628-64.9% | $4,779-66.0% |
| Participant deferral / active EE | $6,927 | $6,799+1.9% | $6,426+7.8% | $5,609+23.5% |
| Admin fee / account holder | $39 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |