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 | $236,720 | $92,703+155.4% | $82,719+186.2% | $134,475+76.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -19.80% | 944.92%-964.7pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,042 | $3,274-68.2% | $3,009-65.4% | $4,740-78.0% |
| Participant deferral / active EE | $10,800 | $4,802+124.9% | $4,395+145.7% | $6,400+68.8% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |