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 | $195,784 | $106,543+83.8% | $91,220+114.6% | $134,475+45.6% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.2%-45.9pp | 81.2%-53.9pp |
| Annual return | -16.62% | 160.60%-177.2pp | 114.01%-130.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,218 | $3,331-33.4% | $2,850-22.2% | $4,740-53.2% |
| Participant deferral / active EE | $4,909 | $4,719+4.0% | $4,234+16.0% | $6,400-23.3% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |