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 9-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 | $193,723 | $100,754+92.3% | $86,677+123.5% | $134,475+44.1% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -2.47% | 29.04%-31.5pp | 35.91%-38.4pp | 417.96%-420.4pp |
| Employer contribution / active EE | $2,019 | $3,489-42.1% | $2,836-28.8% | $4,740-57.4% |
| Participant deferral / active EE | $5,750 | $5,338+7.7% | $4,656+23.5% | $6,400-10.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |