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 8-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 | $98,266 | $93,024+5.6% | $77,024+27.6% | $134,475-26.9% |
| Participation rate | 46.2% | 74.5%-28.3pp | 67.9%-21.8pp | 81.2%-35.1pp |
| Annual return | -20.22% | 62.60%-82.8pp | 42.32%-62.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $6,466 | $3,418+89.2% | $2,812+129.9% | $4,740+36.4% |
| Participant deferral / active EE | $5,327 | $5,238+1.7% | $4,426+20.3% | $6,400-16.8% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |