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 | $43,013 | $138,044-68.8% | $125,339-65.7% | $134,475-68.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.89% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,262 | $5,243-18.7% | $4,814-11.5% | $4,740-10.1% |
| Participant deferral / active EE | $8,436 | $7,799+8.2% | $7,446+13.3% | $6,400+31.8% |
| Admin fee / account holder | $170 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |