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 | $78,527 | $168,632-53.4% | $147,614-46.8% | $125,391-37.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -2.53% | 77.65%-80.2pp | 61.98%-64.5pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,778 | $6,252-39.6% | $5,564-32.1% | $4,866-22.4% |
| Participant deferral / active EE | $8,329 | $5,507+51.2% | $4,895+70.1% | $5,352+55.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |