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 | $197,162 | $99,640+97.9% | $86,436+128.1% | $134,475+46.6% |
| Participation rate | 53.8% | 82.0%-28.2pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -20.84% | 6782.58%-6803.4pp | 4394.89%-4415.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,508 | $4,400-43.0% | $3,769-33.5% | $4,740-47.1% |
| Participant deferral / active EE | $5,410 | $7,246-25.3% | $6,952-22.2% | $6,400-15.5% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |