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 | $45,858 | $190,805-76.0% | $159,960-71.3% | $134,475-65.9% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -15.33% | 552.23%-567.6pp | 408.60%-423.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,851 | $4,995-42.9% | $4,226-32.5% | $4,740-39.8% |
| Participant deferral / active EE | $13,428 | $6,923+94.0% | $6,182+117.2% | $6,400+109.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |