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 | $133,977 | $92,703+44.5% | $82,719+62.0% | $134,475-0.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -6.41% | 944.92%-951.3pp | 701.18%-707.6pp | 417.96%-424.4pp |
| Employer contribution / active EE | $2,004 | $3,274-38.8% | $3,009-33.4% | $4,740-57.7% |
| Participant deferral / active EE | $5,400 | $4,802+12.5% | $4,395+22.9% | $6,400-15.6% |
| Admin fee / account holder | -$300 | $5,983-105.0% | $5,329-105.6% | $11,426-102.6% |