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 | $119,594 | $97,757+22.3% | $83,848+42.6% | $135,375-11.7% |
| Participation rate | 30.0% | 80.0%-50.0pp | 76.1%-46.1pp | 82.6%-52.6pp |
| Annual return | -5.76% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,881 | $4,222-55.4% | $3,631-48.2% | $4,779-60.6% |
| Participant deferral / active EE | $5,417 | $4,682+15.7% | $4,082+32.7% | $5,609-3.4% |
| Admin fee / account holder | $285 | $6,674-95.7% | $5,478-94.8% | $10,827-97.4% |