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 | $101,011 | $180,449-44.0% | $154,107-34.5% | $135,375-25.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -2.42% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,035 | $6,035-66.3% | $5,298-61.6% | $4,779-57.4% |
| Participant deferral / active EE | $3,439 | $5,806-40.8% | $5,081-32.3% | $5,609-38.7% |
| Admin fee / account holder | $73 | $16,143-99.5% | $13,411-99.5% | $10,827-99.3% |