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 | $86,508 | $97,757-11.5% | $83,848+3.2% | $135,375-36.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -4.47% | 1287.37%-1291.8pp | 850.88%-855.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $5,219 | $4,222+23.6% | $3,631+43.7% | $4,779+9.2% |
| Participant deferral / active EE | $8,329 | $4,682+77.9% | $4,082+104.0% | $5,609+48.5% |
| Admin fee / account holder | $238 | $6,674-96.4% | $5,478-95.7% | $10,827-97.8% |