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 7-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 | $4,700 | $84,402-94.4% | $61,373-92.3% | $134,475-96.5% |
| Participation rate | 35.7% | 62.2%-26.5pp | 52.6%-16.9pp | 81.2%-45.5pp |
| Annual return | -18.85% | 584.55%-603.4pp | 338.61%-357.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $289 | $1,544-81.3% | $1,159-75.1% | $4,740-93.9% |
| Participant deferral / active EE | $366 | $2,819-87.0% | $2,125-82.8% | $6,400-94.3% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |