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 | $106,837 | $97,757+9.3% | $83,848+27.4% | $135,375-21.1% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -6.87% | 1287.37%-1294.2pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $844 | $4,222-80.0% | $3,631-76.7% | $4,779-82.3% |
| Participant deferral / active EE | $4,630 | $4,682-1.1% | $4,082+13.4% | $5,609-17.5% |
| Admin fee / account holder | -$121 | $6,674-101.8% | $5,478-102.2% | $10,827-101.1% |