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 | $229,718 | $95,971+139.4% | $74,550+208.1% | $135,375+69.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -8.72% | 56.96%-65.7pp | 32.53%-41.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $539 | $2,716-80.2% | $1,961-72.5% | $4,779-88.7% |
| Participant deferral / active EE | $2,353 | $3,843-38.8% | $3,108-24.3% | $5,609-58.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |