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 | $61,280 | $104,106-41.1% | $71,086-13.8% | $135,375-54.7% |
| Participation rate | 5.6% | 65.7%-60.1pp | 54.7%-49.1pp | 82.6%-77.1pp |
| Annual return | -11.70% | 1256.30%-1268.0pp | 650.59%-662.3pp | 519.73%-531.4pp |
| Employer contribution / active EE | $69 | $1,485-95.3% | $1,088-93.6% | $4,779-98.5% |
| Participant deferral / active EE | $1,028 | $2,527-59.3% | $1,874-45.2% | $5,609-81.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |