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 | $104,818 | $90,600+15.7% | $79,464+31.9% | $135,375-22.6% |
| Participation rate | 55.6% | 76.0%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -7.02% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,204 | $3,068-60.7% | $2,800-57.0% | $4,779-74.8% |
| Participant deferral / active EE | $5,471 | $4,050+35.1% | $3,704+47.7% | $5,609-2.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |