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 | $222,610 | $95,971+132.0% | $74,550+198.6% | $135,375+64.4% |
| Participation rate | 12.5% | 75.7%-63.2pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | -9.13% | 56.96%-66.1pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,750 | $2,716+38.1% | $1,961+91.2% | $4,779-21.5% |
| Participant deferral / active EE | $4,625 | $3,843+20.3% | $3,108+48.8% | $5,609-17.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |