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 | $92,549 | $97,757-5.3% | $83,848+10.4% | $135,375-31.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -8.76% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,508 | $4,222-64.3% | $3,631-58.5% | $4,779-68.4% |
| Participant deferral / active EE | $2,537 | $4,682-45.8% | $4,082-37.9% | $5,609-54.8% |
| Admin fee / account holder | $261 | $6,674-96.1% | $5,478-95.2% | $10,827-97.6% |