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 | $28,003 | $84,402-66.8% | $61,373-54.4% | $134,475-79.2% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -17.54% | 584.55%-602.1pp | 338.61%-356.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,455 | $1,544+59.0% | $1,159+111.8% | $4,740-48.2% |
| Participant deferral / active EE | $5,982 | $2,819+112.2% | $2,125+181.5% | $6,400-6.5% |
| Admin fee / account holder | $36 | $2,585-98.6% | $2,130-98.3% | $11,426-99.7% |