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 7-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 | $68,988 | $84,402-18.3% | $61,373+12.4% | $134,475-48.7% |
| Participation rate | 31.3% | 62.2%-31.0pp | 52.6%-21.3pp | 81.2%-50.0pp |
| Annual return | -16.30% | 584.55%-600.8pp | 338.61%-354.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $729 | $1,544-52.8% | $1,159-37.1% | $4,740-84.6% |
| Participant deferral / active EE | $3,750 | $2,819+33.0% | $2,125+76.5% | $6,400-41.4% |
| Admin fee / account holder | $230 | $2,585-91.1% | $2,130-89.2% | $11,426-98.0% |