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 | $28,885 | $138,065-79.1% | $123,544-76.6% | $135,375-78.7% |
| Participation rate | 56.5% | 84.7%-28.2pp | 82.3%-25.8pp | 82.6%-26.1pp |
| Annual return | -7.50% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $982 | $5,151-80.9% | $4,628-78.8% | $4,779-79.5% |
| Participant deferral / active EE | $3,409 | $6,799-49.9% | $6,426-46.9% | $5,609-39.2% |
| Admin fee / account holder | $251 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |