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 | $26,583 | $138,044-80.7% | $125,339-78.8% | $134,475-80.2% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -20.54% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,272 | $5,243-56.7% | $4,814-52.8% | $4,740-52.1% |
| Participant deferral / active EE | $4,240 | $7,799-45.6% | $7,446-43.1% | $6,400-33.7% |
| Admin fee / account holder | $111 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |