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 | $213,276 | $84,402+152.7% | $61,373+247.5% | $134,475+58.6% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -18.98% | 584.55%-603.5pp | 338.61%-357.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,791 | $1,544+80.7% | $1,159+140.7% | $4,740-41.1% |
| Participant deferral / active EE | $4,289 | $2,819+52.2% | $2,125+101.8% | $6,400-33.0% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |