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 8-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 | $22,943 | $104,106-78.0% | $71,086-67.7% | $135,375-83.1% |
| Participation rate | 30.8% | 65.7%-34.9pp | 54.7%-23.9pp | 82.6%-51.9pp |
| Annual return | -10.93% | 1256.30%-1267.2pp | 650.59%-661.5pp | 519.73%-530.7pp |
| Employer contribution / active EE | $832 | $1,485-44.0% | $1,088-23.5% | $4,779-82.6% |
| Participant deferral / active EE | $3,150 | $2,527+24.6% | $1,874+68.0% | $5,609-43.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |