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 9-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 | $24,459 | $48,274-49.3% | $63,517-61.5% | $59,632-59.0% |
| Participation rate | 55.6% | 66.3%-10.8pp | 71.0%-15.5pp | 68.7%-13.1pp |
| Annual return | -0.65% | -240.79%+240.1pp | -70.30%+69.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $502 | $1,586-68.4% | $2,322-78.4% | $2,203-77.2% |
| Participant deferral / active EE | $1,403 | $2,343-40.1% | $2,953-52.5% | $3,192-56.0% |
| Admin fee / account holder | $49 | $3,600-98.6% | $5,892-99.2% | $4,297-98.9% |