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 | $129,529 | $90,600+43.0% | $79,464+63.0% | $135,375-4.3% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 82.6%-70.1pp |
| Annual return | -8.67% | 977.43%-986.1pp | 718.14%-726.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $987 | $3,068-67.8% | $2,800-64.8% | $4,779-79.3% |
| Participant deferral / active EE | $1,945 | $4,050-52.0% | $3,704-47.5% | $5,609-65.3% |
| Admin fee / account holder | $3 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |