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 | $124,327 | $138,044-9.9% | $125,339-0.8% | $134,475-7.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -13.41% | 750.33%-763.7pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,146 | $5,243-59.1% | $4,814-55.4% | $4,740-54.7% |
| Participant deferral / active EE | $3,626 | $7,799-53.5% | $7,446-51.3% | $6,400-43.3% |
| Admin fee / account holder | $25 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |