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 | $67,442 | $152,509-55.8% | $117,472-42.6% | $134,475-49.8% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -18.31% | 52.99%-71.3pp | 29.74%-48.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,069 | $5,571-62.9% | $4,176-50.5% | $4,740-56.3% |
| Participant deferral / active EE | $15,278 | $4,818+217.1% | $4,070+275.3% | $6,400+138.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |