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 | $120,566 | $95,971+25.6% | $74,550+61.7% | $135,375-10.9% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -1.60% | 56.96%-58.6pp | 32.53%-34.1pp | 519.73%-521.3pp |
| Employer contribution / active EE | $2,500 | $2,716-8.0% | $1,961+27.5% | $4,779-47.7% |
| Participant deferral / active EE | $6,000 | $3,843+56.1% | $3,108+93.0% | $5,609+7.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |