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 | $95,890 | $138,044-30.5% | $125,339-23.5% | $134,475-28.7% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -6.11% | 750.33%-756.4pp | 572.05%-578.2pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,389 | $5,243-73.5% | $4,814-71.1% | $4,740-70.7% |
| Participant deferral / active EE | $3,758 | $7,799-51.8% | $7,446-49.5% | $6,400-41.3% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |