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 | $144,860 | $160,055-9.5% | $140,016+3.5% | $135,375+7.0% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.5%-23.2pp | 82.6%-18.4pp |
| Annual return | -5.95% | 911.38%-917.3pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,089 | $6,420-36.3% | $5,606-27.1% | $4,779-14.4% |
| Participant deferral / active EE | $3,886 | $7,642-49.2% | $6,927-43.9% | $5,609-30.7% |
| Admin fee / account holder | $295 | $13,328-97.8% | $10,705-97.2% | $10,827-97.3% |