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 | $227,757 | $135,635+67.9% | $110,238+106.6% | $135,375+68.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -7.77% | 513.19%-521.0pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,401 | $4,906-30.7% | $3,826-11.1% | $4,779-28.8% |
| Participant deferral / active EE | $11,000 | $5,506+99.8% | $4,672+135.4% | $5,609+96.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |