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 | $74,558 | $104,106-28.4% | $71,086+4.9% | $135,375-44.9% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.7%-14.7pp | 82.6%-42.6pp |
| Annual return | -8.46% | 1256.30%-1264.8pp | 650.59%-659.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $650 | $1,485-56.2% | $1,088-40.2% | $4,779-86.4% |
| Participant deferral / active EE | $4,960 | $2,527+96.3% | $1,874+164.7% | $5,609-11.6% |
| Admin fee / account holder | $295 | $4,142-92.9% | $3,082-90.4% | $10,827-97.3% |