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 | $112,327 | $84,695+32.6% | $73,843+52.1% | $125,391-10.4% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -0.76% | 3123.53%-3124.3pp | 2267.84%-2268.6pp | 282.22%-283.0pp |
| Employer contribution / active EE | $304 | $3,123-90.3% | $2,787-89.1% | $4,866-93.8% |
| Participant deferral / active EE | $1,138 | $3,992-71.5% | $3,583-68.2% | $5,352-78.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |