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 | $13,391 | $28,109-52.4% | $71,086-81.2% | $56,287-76.2% |
| Participation rate | 33.7% | 40.4%-6.8pp | 54.7%-21.0pp | 69.9%-36.2pp |
| Annual return | -6.57% | -615.05%+608.5pp | 650.59%-657.2pp | -9.96%+3.4pp |
| Employer contribution / active EE | $137 | $558-75.5% | $1,088-87.4% | $2,111-93.5% |
| Participant deferral / active EE | $557 | $1,116-50.1% | $1,874-70.3% | $3,350-83.4% |
| Admin fee / account holder | $3 | $585-99.5% | $3,082-99.9% | $521-99.4% |