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 | $46,386 | $197,825-76.6% | $155,790-70.2% | $125,391-63.0% |
| Participation rate | 58.8% | 82.1%-23.3pp | 76.1%-17.3pp | 83.2%-24.4pp |
| Annual return | -0.95% | 86.74%-87.7pp | 71.54%-72.5pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,527 | $4,847-68.5% | $3,836-60.2% | $4,866-68.6% |
| Participant deferral / active EE | $3,801 | $5,630-32.5% | $4,797-20.8% | $5,352-29.0% |
| Admin fee / account holder | $21 | $9,545-99.8% | $7,478-99.7% | $9,540-99.8% |