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 | $67,249 | $168,632-60.1% | $147,614-54.4% | $125,391-46.4% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -1.93% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,336 | $6,252-78.6% | $5,564-76.0% | $4,866-72.5% |
| Participant deferral / active EE | $4,136 | $5,507-24.9% | $4,895-15.5% | $5,352-22.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |