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 | $29,995 | $97,757-69.3% | $83,848-64.2% | $135,375-77.8% |
| Participation rate | 61.9% | 80.0%-18.0pp | 76.1%-14.2pp | 82.6%-20.7pp |
| Annual return | -8.33% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,335 | $4,222-68.4% | $3,631-63.2% | $4,779-72.1% |
| Participant deferral / active EE | $1,386 | $4,682-70.4% | $4,082-66.0% | $5,609-75.3% |
| Admin fee / account holder | $95 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |