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 | $63,872 | $95,971-33.4% | $74,550-14.3% | $135,375-52.8% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -5.23% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $532 | $2,716-80.4% | $1,961-72.8% | $4,779-88.9% |
| Participant deferral / active EE | $893 | $3,843-76.8% | $3,108-71.3% | $5,609-84.1% |
| Admin fee / account holder | $20 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |