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 | $27,895 | $97,757-71.5% | $83,848-66.7% | $135,375-79.4% |
| Participation rate | 68.4% | 80.0%-11.5pp | 76.1%-7.7pp | 82.6%-14.2pp |
| Annual return | -5.79% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,621 | $4,222+9.5% | $3,631+27.3% | $4,779-3.3% |
| Participant deferral / active EE | $4,022 | $4,682-14.1% | $4,082-1.5% | $5,609-28.3% |
| Admin fee / account holder | $273 | $6,674-95.9% | $5,478-95.0% | $10,827-97.5% |