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 | $96,263 | $168,632-42.9% | $147,614-34.8% | $125,391-23.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -0.24% | 77.65%-77.9pp | 61.98%-62.2pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,399 | $6,252-61.6% | $5,564-56.9% | $4,866-50.7% |
| Participant deferral / active EE | $8,937 | $5,507+62.3% | $4,895+82.6% | $5,352+67.0% |
| Admin fee / account holder | -$81 | $13,580-100.6% | $11,611-100.7% | $9,540-100.8% |