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 | $27,264 | $97,757-72.1% | $83,848-67.5% | $135,375-79.9% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -5.04% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,120 | $4,222-73.5% | $3,631-69.2% | $4,779-76.6% |
| Participant deferral / active EE | $1,371 | $4,682-70.7% | $4,082-66.4% | $5,609-75.5% |
| Admin fee / account holder | $130 | $6,674-98.1% | $5,478-97.6% | $10,827-98.8% |