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 | $70,547 | $135,635-48.0% | $110,238-36.0% | $135,375-47.9% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.8%-37.0pp | 82.6%-39.8pp |
| Annual return | -0.99% | 513.19%-514.2pp | 314.74%-315.7pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,649 | $4,906-66.4% | $3,826-56.9% | $4,779-65.5% |
| Participant deferral / active EE | $2,645 | $5,506-52.0% | $4,672-43.4% | $5,609-52.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |