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 8-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 | $112,773 | $97,757+15.4% | $83,848+34.5% | $135,375-16.7% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -7.11% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,129 | $4,222-49.6% | $3,631-41.4% | $4,779-55.4% |
| Participant deferral / active EE | $6,206 | $4,682+32.5% | $4,082+52.0% | $5,609+10.6% |
| Admin fee / account holder | $116 | $6,674-98.3% | $5,478-97.9% | $10,827-98.9% |