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 | $153,156 | $160,055-4.3% | $140,016+9.4% | $135,375+13.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -8.71% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,277 | $6,420-64.5% | $5,606-59.4% | $4,779-52.3% |
| Participant deferral / active EE | $7,557 | $7,642-1.1% | $6,927+9.1% | $5,609+34.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |