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 7-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 | $120,544 | $93,024+29.6% | $77,024+56.5% | $134,475-10.4% |
| Participation rate | 18.2% | 74.5%-56.3pp | 67.9%-49.7pp | 81.2%-63.0pp |
| Annual return | -14.19% | 62.60%-76.8pp | 42.32%-56.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $538 | $3,418-84.3% | $2,812-80.9% | $4,740-88.7% |
| Participant deferral / active EE | $3,716 | $5,238-29.1% | $4,426-16.0% | $6,400-41.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |