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 | $97,246 | $152,509-36.2% | $117,472-17.2% | $134,475-27.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -16.46% | 52.99%-69.5pp | 29.74%-46.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,770 | $5,571-50.3% | $4,176-33.7% | $4,740-41.6% |
| Participant deferral / active EE | $6,777 | $4,818+40.7% | $4,070+66.5% | $6,400+5.9% |
| Admin fee / account holder | $157 | $7,004-97.8% | $5,645-97.2% | $11,426-98.6% |