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 | $67,475 | $104,106-35.2% | $71,086-5.1% | $135,375-50.2% |
| Participation rate | 37.5% | 65.7%-28.2pp | 54.7%-17.2pp | 82.6%-45.1pp |
| Annual return | -7.61% | 1256.30%-1263.9pp | 650.59%-658.2pp | 519.73%-527.3pp |
| Employer contribution / active EE | $618 | $1,485-58.4% | $1,088-43.2% | $4,779-87.1% |
| Participant deferral / active EE | $4,782 | $2,527+89.2% | $1,874+155.1% | $5,609-14.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |