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 | $178,565 | $138,065+29.3% | $123,544+44.5% | $135,375+31.9% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -7.17% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,839 | $5,151-44.9% | $4,628-38.7% | $4,779-40.6% |
| Participant deferral / active EE | $8,330 | $6,799+22.5% | $6,426+29.6% | $5,609+48.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |