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 | $110,882 | $106,543+4.1% | $91,220+21.6% | $134,475-17.5% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.2%-31.5pp | 81.2%-39.6pp |
| Annual return | -13.77% | 160.60%-174.4pp | 114.01%-127.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $846 | $3,331-74.6% | $2,850-70.3% | $4,740-82.2% |
| Participant deferral / active EE | $3,251 | $4,719-31.1% | $4,234-23.2% | $6,400-49.2% |
| Admin fee / account holder | $22 | $6,231-99.6% | $5,420-99.6% | $11,426-99.8% |