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 | $187,727 | $97,757+92.0% | $83,848+123.9% | $135,375+38.7% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -8.69% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,434 | $4,222+5.0% | $3,631+22.1% | $4,779-7.2% |
| Participant deferral / active EE | $7,509 | $4,682+60.4% | $4,082+84.0% | $5,609+33.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |