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 | $60,905 | $104,106-41.5% | $71,086-14.3% | $135,375-55.0% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.7%-14.7pp | 82.6%-42.6pp |
| Annual return | -9.10% | 1256.30%-1265.4pp | 650.59%-659.7pp | 519.73%-528.8pp |
| Employer contribution / active EE | $729 | $1,485-50.9% | $1,088-33.0% | $4,779-84.7% |
| Participant deferral / active EE | $3,434 | $2,527+35.9% | $1,874+83.2% | $5,609-38.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |