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 | $66,981 | $135,635-50.6% | $110,238-39.2% | $135,375-50.5% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.8%-32.8pp | 82.6%-35.6pp |
| Annual return | -5.66% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,231 | $5,506-59.5% | $4,672-52.3% | $5,609-60.2% |
| Admin fee / account holder | $151 | $11,457-98.7% | $8,547-98.2% | $10,827-98.6% |