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 | $99,377 | $84,402+17.7% | $61,373+61.9% | $134,475-26.1% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -18.55% | 584.55%-603.1pp | 338.61%-357.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $658 | $1,544-57.4% | $1,159-43.2% | $4,740-86.1% |
| Participant deferral / active EE | $2,042 | $2,819-27.5% | $2,125-3.9% | $6,400-68.1% |
| Admin fee / account holder | $31 | $2,585-98.8% | $2,130-98.6% | $11,426-99.7% |