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 | $29,769 | $104,106-71.4% | $71,086-58.1% | $135,375-78.0% |
| Participation rate | 62.5% | 65.7%-3.2pp | 54.7%+7.8pp | 82.6%-20.1pp |
| Annual return | -10.80% | 1256.30%-1267.1pp | 650.59%-661.4pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,964 | $1,485+32.3% | $1,088+80.6% | $4,779-58.9% |
| Participant deferral / active EE | $2,674 | $2,527+5.8% | $1,874+42.7% | $5,609-52.3% |
| Admin fee / account holder | $148 | $4,142-96.4% | $3,082-95.2% | $10,827-98.6% |