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 | $65,788 | $97,757-32.7% | $83,848-21.5% | $135,375-51.4% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | -9.46% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,850 | $4,222-56.2% | $3,631-49.0% | $4,779-61.3% |
| Participant deferral / active EE | $3,700 | $4,682-21.0% | $4,082-9.4% | $5,609-34.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |