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 | $160,237 | $84,402+89.8% | $61,373+161.1% | $134,475+19.2% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -10.23% | 584.55%-594.8pp | 338.61%-348.8pp | 417.96%-428.2pp |
| Employer contribution / active EE | $426 | $1,544-72.4% | $1,159-63.3% | $4,740-91.0% |
| Participant deferral / active EE | $3,118 | $2,819+10.6% | $2,125+46.7% | $6,400-51.3% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |