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 | $114,392 | $104,106+9.9% | $71,086+60.9% | $135,375-15.5% |
| Participation rate | 8.3% | 65.7%-57.3pp | 54.7%-46.3pp | 82.6%-74.3pp |
| Annual return | -6.89% | 1256.30%-1263.2pp | 650.59%-657.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $323 | $1,485-78.3% | $1,088-70.4% | $4,779-93.3% |
| Participant deferral / active EE | $763 | $2,527-69.8% | $1,874-59.3% | $5,609-86.4% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |