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 | $230,753 | $84,695+172.5% | $73,843+212.5% | $125,391+84.0% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -2.58% | 3123.53%-3126.1pp | 2267.84%-2270.4pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,435 | $3,123-54.1% | $2,787-48.5% | $4,866-70.5% |
| Participant deferral / active EE | $9,381 | $3,992+135.0% | $3,583+161.8% | $5,352+75.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |