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 | $52,001 | $160,055-67.5% | $140,016-62.9% | $135,375-61.6% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.5%-24.3pp | 82.6%-19.5pp |
| Annual return | -2.27% | 911.38%-913.7pp | 651.12%-653.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,390 | $7,642-29.5% | $6,927-22.2% | $5,609-3.9% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |