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 | $171,158 | $95,971+78.3% | $74,550+129.6% | $135,375+26.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -8.11% | 56.96%-65.1pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,136 | $2,716-58.2% | $1,961-42.1% | $4,779-76.2% |
| Participant deferral / active EE | $6,224 | $3,843+61.9% | $3,108+100.3% | $5,609+11.0% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |