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 | $39,515 | $106,543-62.9% | $91,220-56.7% | $134,475-70.6% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.2%-35.7pp | 81.2%-43.7pp |
| Annual return | -4.84% | 160.60%-165.4pp | 114.01%-118.9pp | 417.96%-422.8pp |
| Employer contribution / active EE | $1,091 | $3,331-67.2% | $2,850-61.7% | $4,740-77.0% |
| Participant deferral / active EE | $1,091 | $4,719-76.9% | $4,234-74.2% | $6,400-83.0% |
| Admin fee / account holder | $183 | $6,231-97.1% | $5,420-96.6% | $11,426-98.4% |