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 | $150,416 | $106,543+41.2% | $91,220+64.9% | $134,475+11.9% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -16.57% | 160.60%-177.2pp | 114.01%-130.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,232 | $3,331-33.0% | $2,850-21.7% | $4,740-52.9% |
| Participant deferral / active EE | $9,860 | $4,719+109.0% | $4,234+132.9% | $6,400+54.1% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |